Integration
Connect Upsales to Teambook
When New Activity fires in Upsales, your agent runs Add Task in Teambook. 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 Teambook 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 Teambook
When New Activity in Upsales
then Add Task in Teambook
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 Teambook
Triggers and actions 6 triggers · 46 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 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 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 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 Actual log
Creates one or more time-tracking actual logs in a batch.
- Add Booking
Creates one or more bookings in a batch.
- Add Client
Creates a client record.
- Add Task
Creates a task, optionally scoped to a project (omit project_id for account-wide task).
- Create Project
Create a Project inside Teambook
- Create User
Creates a teambook User
- Deactivate User
Deactivates a Teambook user so they can no longer be booked or sign in, without deleting their history.
- Delete Actual log
Deletes an actual log by id.
- Delete Booking
Removes a single booking from Teambook.
- Delete Project
Deletes a project by id.
- Delete Task
Deletes a task from the Teambook account.
- Delete User
Deletes a user from the Teambook account.
- Get Actual log
Retrieve a single Teambook actual log (time entry) by its id.
- Get Booking
Retrieve a single Teambook booking (a user's assignment to a project on a date for a duration) by its id.
- Get Client
Retrieves a single client by id.
- Get Project
Retrieves a single project by id.
- Get Task
Retrieves a single task by id.
- Get Team
Retrieve a single Teambook team by its id.
- Get User
Retrieve a single Teambook user by id.
- List Actual logs
Lists actual logs (timesheet entries), filterable by user_id, project_id, since, range.
- List Bookings
Lists bookings, optionally filtered by team, user, project and date window. Returns the first page of up to 100 bookings.
- List Clients
Returns every client in the Teambook account.
- List Project capacities
Lists project capacity entries (days reserved per project per month) entered on the Capacity by Project page.
- List Projects
Lists all projects in the Teambook account.
- List Tasks
Lists all tasks.
- List Teams
Lists all teams in the Teambook account.
- List User capacities
Lists monthly capacity-reservation rows per user, filterable by user_id and since (first day of month).
- List Users
Lists all users in the Teambook account.
- Update Actual log
Edits an actual log's project, user, date, duration, task, payroll_item, approved, or comment.
- Update Booking
Updates an existing Teambook booking; only the fields you fill in are changed.
- Update Client
Edits a client's name, phone_number, or email.
- Update Project
Edits a project's fields (name, code, active, color, kind, estimated, notes, client_id, manager_id, dates, custom_fields).
- Update Task
Edits a task's name or project_id.
- Update User
Edits a user's first_name, last_name, email, role, billable, time_zone, phone_number, language, or schedule.
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 Teambook, 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 Teambook when something happens in Upsales?
Any of Teambook's 34 actions, including Create Project, Create User, Update Actual log and Update Booking. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teambook to Upsales?
Teambook has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads Teambook's API documentation and adds it.
Do I have to build a connector for Upsales or Teambook?
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 Teambook 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.