--- title: "Connect Upsales to Nutrient Document Web Services API - APIANT.ai" description: "When \"New Activity\" fires in Upsales, your agent runs \"Convert Microsoft Office File to PDF\" in Nutrient Document Web Services API." canonical: "https://apiant.ai/connect/upsales-to-nutrient-document-web-services-api" --- # Connect Upsales to Nutrient Document Web Services API When **New Activity** fires in [Upsales](https://apiant.ai/connections/upsales), your agent runs **Convert Microsoft Office File to PDF** in [Nutrient Document Web Services API](https://apiant.ai/connections/nutrient-document-web-services-api). Describe the whole flow and it is built, tested on every scenario and kept running. Upsales **6** triggers Upsales **8** actions Nutrient Document Web Services API **7** 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 Nutrient Document Web Services API 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 Nutrient Document Web Services API - When **New Activity** in Upsales then **Convert Microsoft Office File to PDF** in Nutrient Document Web Services API - When **New Appointment** in Upsales then **Convert Doc/Docx to Image** in Nutrient Document Web Services API 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 Nutrient Document Web Services API ## Triggers and actions 6 triggers · 15 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 **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 **Convert Doc/Docx to Image** Renders a Word document (DOC or DOCX) as an image (PNG, JPEG or WebP). A single rendered page returns one image; several pages return a ZIP archive of images. - Action **Convert Image to PDF** Converts an image (JPG, PNG, TIFF, WebP, GIF and more) into a PDF document. - Action **Convert Microsoft Office File to PDF** Converts a Word, Excel or PowerPoint file to a PDF document. - Action **Convert PDF to PDF/A** Converts a PDF into an archive-ready PDF/A document at the conformance level you choose. - Action **Extract Tables From PDF** Extracts the tables in a PDF and returns their rows and cells as structured data, page by page. - Action **Flatten PDF Annotations** Flattens the annotations and form fields of a PDF into the page content so they can no longer be edited, and returns the flattened PDF. - Action **Optimize PDF** Compresses and optimizes a PDF to reduce its file size, and returns the optimized PDF. ## 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) - [ **Nutrient Document Web Services API** Nutrient Document Web Services API is a developer tool that enables integrating document processing...](https://apiant.ai/connections/nutrient-document-web-services-api) 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 Nutrient Document Web Services API - [ **HubSpot to Nutrient Document Web Services API** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nutrient-document-web-services-api) - [ **Salesforce to Nutrient Document Web Services API** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-nutrient-document-web-services-api) - [ **Slack to Nutrient Document Web Services API** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-nutrient-document-web-services-api) - [ **Google Sheets to Nutrient Document Web Services API** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-nutrient-document-web-services-api) - [ **Gmail to Nutrient Document Web Services API** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nutrient-document-web-services-api) - [ **Google Calendar to Nutrient Document Web Services API** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nutrient-document-web-services-api) Questions ## Upsales and Nutrient Document Web Services API, 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 Nutrient Document Web Services API when something happens in Upsales? Any of Nutrient Document Web Services API's 7 actions, including Convert Doc/Docx to Image, Convert Image to PDF, Convert Microsoft Office File to PDF and Convert PDF to PDF/A. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Nutrient Document Web Services API to Upsales? Nutrient Document Web Services API has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads Nutrient Document Web Services API's API documentation and adds it. ### ### Do I have to build a connector for Upsales or Nutrient Document Web Services API? 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 Nutrient Document Web Services API 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.