Integration
Connect Upsales to Trainual
When New Activity fires in Upsales, your agent runs Send Webhook Test Event in Trainual. 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 Trainual 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 Trainual
When New Activity in Upsales
then Send Webhook Test Event in Trainual
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 Trainual
Triggers and actions 6 triggers · 32 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 group
Creates a new group (role, team, department or location) in Trainual, optionally with its members, managers and assigned subjects.
- Archive User
Archives (deactivates) a Trainual user so they can no longer access the account.
- Assign Roles
Assigns a user to a role in Trainual, keeping the role's existing members.
- Assign Subjects
Assigns a Trainual subject to a user, optionally with a due date and completion requirement.
- Find content
Searches published Trainual content (subjects, documents, pages, tests, flowcharts, videos, files, checklists and courses) by keyword and returns the best matches.
- Get subject
Returns a single Trainual subject by its id, optionally with its owner and content items.
- Get user
Returns a single non-archived Trainual user, optionally with the groups they belong to.
- Invite New User
Creates a user in your Trainual account and sends (or schedules) their invitation.
- List assignments
Returns the training assignments in your Trainual account, optionally limited to one user or one piece of content.
- List completions
Returns training completion records in the Trainual account, optionally filtered by user, content, or completion status.
- List groups
Returns the groups (roles, teams, departments, locations) in your Trainual account, optionally filtered by kind or by a user's membership.
- List responsibilities
Returns the responsibilities in your Trainual account, optionally limited to those assigned to a user or group.
- List subjects
Returns the subjects in your Trainual account, optionally with their owners and content items.
- List users
Returns the non-archived users in your Trainual account.
- Send Webhook Test Event
Asks Trainual to send a test event to a webhook subscription.
- Unarchive User
Restores an archived Trainual user to the account and returns the updated user. Other profile details can be changed in the same step.
- Unassign Roles
Removes a user from a Trainual role, keeping the role's other members.
- Unassigns Subjects
Removes a subject assignment, unassigning that subject from the user it was assigned to.
- Update group
Updates a Trainual group's name, description and kind, and optionally replaces its members, managers and assigned subjects.
- Update user
Updates an existing Trainual user's profile details, permission and manager, and can archive or restore the user. Returns the updated user.
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 Trainual, 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 Trainual when something happens in Upsales?
Any of Trainual's 20 actions, including Send Webhook Test Event, Update group, Update user and Add group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Trainual to Upsales?
Trainual has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads Trainual's API documentation and adds it.
Do I have to build a connector for Upsales or Trainual?
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 Trainual 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.