--- title: "Connect Upsales to Polydoc - APIANT.ai" description: "When \"New Activity\" fires in Upsales, your agent runs \"Convert to PDF\" in Polydoc." canonical: "https://apiant.ai/connect/upsales-to-polydoc" --- # Connect Upsales to Polydoc When **New Activity** fires in [Upsales](https://apiant.ai/connections/upsales), your agent runs **Convert to PDF** in [Polydoc](https://apiant.ai/connections/polydoc). Describe the whole flow and it is built, tested on every scenario and kept running. Upsales **6** triggers Upsales **8** actions Polydoc **2** 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 Polydoc 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 Polydoc - When **New Activity** in Upsales then **Convert to PDF** in Polydoc - When **New Appointment** in Upsales then **Convert to screenshot** in Polydoc 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 Polydoc ## Triggers and actions 6 triggers · 10 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 to PDF** Converts a web page URL, raw HTML, or a PolyDoc template into a PDF document. - Action **Convert to screenshot** Captures a screenshot image of a web page, raw HTML, or a saved PolyDoc template and returns the image as base64, or delivers it to your webhook or cloud storage. ## 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) - [ **Polydoc** REST API that converts HTML or URLs into PDFs or screenshots, for invoices, reports, tickets, and...](https://apiant.ai/connections/polydoc) 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 Polydoc - [ **HubSpot to Polydoc** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-polydoc) - [ **Salesforce to Polydoc** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-polydoc) - [ **Slack to Polydoc** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-polydoc) - [ **Google Sheets to Polydoc** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-polydoc) - [ **Gmail to Polydoc** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-polydoc) - [ **Google Calendar to Polydoc** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-polydoc) Questions ## Upsales and Polydoc, 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 Polydoc when something happens in Upsales? Any of Polydoc's 2 actions, including Convert to PDF and Convert to screenshot. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Polydoc to Upsales? Polydoc has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads Polydoc's API documentation and adds it. ### ### Do I have to build a connector for Upsales or Polydoc? 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 Polydoc 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.