--- title: "Connect Upsales to MaintainX - APIANT.ai" description: "When \"New Activity\" fires in Upsales, your agent runs \"Add Existing Categories to a Work Order\" in MaintainX." canonical: "https://apiant.ai/connect/upsales-to-maintainx" --- # Connect Upsales to MaintainX When **New Activity** fires in [Upsales](https://apiant.ai/connections/upsales), your agent runs **Add Existing Categories to a Work Order** in [MaintainX](https://apiant.ai/connections/maintainx). Describe the whole flow and it is built, tested on every scenario and kept running. Upsales **6** triggers Upsales **12** actions MaintainX **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Upsales and MaintainX to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Upsales can start in MaintainX - When **New Activity** in Upsales then **Add Existing Categories to a Work Order** in MaintainX - When **New Appointment** in Upsales then **Add Purchase order** in MaintainX 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 MaintainX ## Triggers and actions 6 triggers · 38 actions - Trigger **New Activity** Triggers when a new activity (to-do or phone call) is created in Upsales. - Trigger **New Appointment** Triggers when a new appointment is created in Upsales. - Trigger **New Company** Triggers when a new company is created in Upsales. - Trigger **New Contact** Triggers when a new contact is created in Upsales. - Trigger **New Opportunity** Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales. - Trigger **New Order** Triggers when a new order (a won deal at 100% probability) is created in Upsales. - Action **Add order** Creates an order in Upsales for a company, with its stage, owner and product rows. - Action **Add product** Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products. - Action **Create Contact** Creates a contact person in Upsales, linked to a company. - Action **Delete company** Deletes a company in Upsales. - Action **Delete contact** Deletes a contact in Upsales. - Action **Find a Company** Finds companies in Upsales by name and returns the matching companies. - Action **Find a Contact** Finds contacts in Upsales by email address or name. - Action **Find opportunities by criteria** Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact. - Action **Find orders by criteria** Finds won orders in Upsales matching a description, company, stage, owner or contact. - Action **Find products by criteria** Finds products in Upsales matching a name, article number, category or active status. - Action **Update opportunity** Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields. - Action **Update order** Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields. - Action **Add Existing Categories to a Work Order** Adds Existing Categories to a Work Order. - Action **Add Part** Creates a new part (inventory item) in MaintainX. - Action **Add Purchase order** Creates a purchase order in MaintainX for a vendor, with its line items, costs and addresses. - Action **Create Work Order Comment** Creates a New Comment on a Work Order. - Action **Create Work Request** Creates a new Work Request. - Action **Delete Asset** Deletes an asset in MaintainX by its ID. - Action **Delete Location** Delete a location by ID. - Action **Delete Part** Deletes a part from MaintainX by its ID. - Action **Delete Work Order** Delete a work order by ID. - Action **Delete Work Request** Deletes a work request in MaintainX by its ID. - Action **Find an Entity** Finds a MaintainX asset, location, part or work order by the external ID your other system assigned to it. - Action **Get Asset** Retrieve a single asset by ID. - Action **Get Location** Retrieves a single MaintainX location by its ID, including its custom fields. - Action **Get Part** Retrieves a single MaintainX part (inventory item) by its ID, including stock quantities, locations, vendors and custom fields. - Action **Get Purchase order** Retrieves a single MaintainX purchase order by its ID, including items, costs, addresses, attachments and custom fields. - Action **Get Vendor** Retrieve a single vendor by ID. - Action **Get Work Order** Retrieve a single work order by ID. - Action **Get Work Request** Retrieves a MaintainX work request by its ID, including its custom fields and its linked asset, location and work order. - Action **List Assets** Returns all assets in the MaintainX organization, optionally filtered by location, manufacturer, model or created/updated date range. - Action **List Locations** Returns all locations in the MaintainX organization, optionally narrowed to names starting with a given prefix. - Action **List Vendors** Lists the vendors in your MaintainX organization, including their custom field values. - Action **List Work Orders** Lists work orders in MaintainX, optionally filtered by title, status, priority, asset, location, part, vendor, assignee, team, category and created/updated dates. - Action **List Work Requests** List work requests with pagination/filters. - Action **Update Purchase order** Update fields on an existing purchase order. - Action **Update Work Order Status** Changes the status of a MaintainX work order. - Action **Update Work Request** Update fields on an existing work request. ## Each app on its own - [ **Upsales** The revenue engine for fast-growing businesses. You need to move fast and sell more.](https://apiant.ai/connections/upsales) - [ **MaintainX** MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily...](https://apiant.ai/connections/maintainx) Reviews ## What our customers say ## More from Upsales - [ **Upsales to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/upsales-to-zoom) - [ **Upsales to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/upsales-to-webflow) - [ **Upsales to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/upsales-to-wix) - [ **Upsales to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/upsales-to-linkedin) - [ **Upsales to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/upsales-to-facebook) - [ **Upsales to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/upsales-to-anthropic) ## More into MaintainX - [ **HubSpot to MaintainX** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-maintainx) - [ **Salesforce to MaintainX** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-maintainx) - [ **Slack to MaintainX** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-maintainx) - [ **Google Sheets to MaintainX** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-maintainx) - [ **Gmail to MaintainX** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-maintainx) - [ **Google Calendar to MaintainX** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-maintainx) Questions ## Upsales and MaintainX, 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 MaintainX when something happens in Upsales? Any of MaintainX's 26 actions, including Create Work Order Comment, Create Work Request, Update Purchase order and Update Work Order Status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MaintainX to Upsales? MaintainX has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads MaintainX's API documentation and adds it. ### ### Do I have to build a connector for Upsales or MaintainX? 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 MaintainX 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.