Integration
Connect Upsales to IXACT Contact CRM
When New Activity fires in Upsales, your agent runs Create Contact in IXACT Contact CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Upsales and IXACT Contact CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Upsales can start in IXACT Contact CRM
When New Activity in Upsales
then Create Contact in IXACT Contact CRM
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Upsales and IXACT Contact CRM
Triggers and actions 6 triggers · 29 actions
- New Activity
Triggers when a new activity (to-do or phone call) is created in Upsales.
- New Appointment
Triggers when a new appointment is created in Upsales.
- New Company
Triggers when a new company is created in Upsales.
- New Contact
Triggers when a new contact is created in Upsales.
- New Opportunity
Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
- New Order
Triggers when a new order (a won deal at 100% probability) is created in Upsales.
- Add activity
Creates an activity (such as a phone call or to-do) in Upsales.
- Add opportunity
Creates a new opportunity (pipeline order) on a company in Upsales, with its stage, probability, salesperson and product rows.
- Add order
Creates an order in Upsales for a company, with its stage, owner and product rows.
- Add product
Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
- Create Appointment
Creates an appointment in Upsales for a company, with its start and end time, participants and appointment type.
- Create Contact
Creates a contact person in Upsales, linked to a company.
- Delete company
Deletes a company in Upsales.
- Delete contact
Deletes a contact in Upsales.
- Find a Company
Finds companies in Upsales by name and returns the matching companies.
- Find a Contact
Finds contacts in Upsales by email address or name.
- Find opportunities by criteria
Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
- Find orders by criteria
Finds won orders in Upsales matching a description, company, stage, owner or contact.
- Find products by criteria
Finds products in Upsales matching a name, article number, category or active status.
- Update Appointment
Updates an existing appointment in Upsales, changing only the details you fill in.
- Update Company
Updates an existing company in Upsales, changing only the fields you fill in.
- Update opportunity
Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
- Update order
Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.
- Add group
Adds a new contact group to the IXACT Contact account and returns the new group's id.
- Add note
Adds a note to a contact in IXACT Contact and returns the new note.
- Create Contact
Creates a new contact in IXACT Contact and returns the new contact's id.
- Create Lead
Creates a new lead in IXACT Contact and returns the created lead record.
- Delete contact
Deletes a contact by ID from your IXACT Contact account.
- Get contact
Returns a single IXACT contact by ID, including emails, phones, addresses, groups and family details.
- List contacts
Returns the contacts in your IXACT Contact account, optionally narrowed to those matching an email address or updated since a given date.
- List groups
Returns the contact groups in the IXACT Contact account, optionally narrowed by name or last-updated date.
- List notes
Returns the notes recorded on a contact, optionally narrowed to a note date or note type.
- List note types
Returns the note types defined in the IXACT Contact account, optionally only those with a given name.
- Update contact
Updates an existing contact by ID, changing only the fields you fill in and keeping the rest of the contact as it is.
- Update note
Updates an existing note on a contact in IXACT Contact, changing its text, type or date.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Upsales and IXACT Contact CRM, answered
What can start an automation from Upsales?
Any of Upsales's 6 triggers in the catalog, including New Activity, New Appointment, New Company and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in IXACT Contact CRM when something happens in Upsales?
Any of IXACT Contact CRM's 12 actions, including Create Contact, Create Lead, Update contact and Update note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from IXACT Contact CRM to Upsales?
IXACT Contact CRM has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads IXACT Contact CRM's API documentation and adds it.
Do I have to build a connector for Upsales or IXACT Contact CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Upsales and IXACT Contact CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.