Integration
Connect Upsales and Uscreen
When New Activity fires in Upsales, your agent runs Revoke Customer Access in Uscreen, or New Invoice in Uscreen to Add order in Upsales. 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 Uscreen 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 and Uscreen can do together
From Upsales to Uscreen
When New Activity in Upsales
then Revoke Customer Access in Uscreen
From Uscreen to Upsales
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 Uscreen
Triggers and actions 10 triggers · 47 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 activity
Creates an activity (such as a phone call or to-do) in Upsales.
- Add opportunity
Creates a new opportunity (pipeline order) on a company in Upsales, with its stage, probability, salesperson and product rows.
- 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 Appointment
Creates an appointment in Upsales for a company, with its start and end time, participants and appointment type.
- 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 Appointment
Updates an existing appointment in Upsales, changing only the details you fill in.
- Update Company
Updates an existing company in Upsales, changing only the fields you fill in.
- 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.
- New Invoice
Triggers when a new invoice is created in your Uscreen storefront.
- New User
Triggers when a new customer is added to your Uscreen storefront.
- New Video View
Triggers when a customer views a video in your Uscreen storefront.
- User Updated
Triggers when a customer in your Uscreen storefront is added or updated.
- Cancel Customer Subscription
Cancels the customer's active subscription.
- Create Group
Creates a team group on a subscription plan.
- Delete Group
Deletes a team group.
- Generate Sign-On Link
Generates a single sign-on link that logs the customer into your storefront.
- Get Content
Returns one video, collection or live event.
- Get Customer
Returns one customer by ID or email.
- Get Customer Access
Returns one access record for a customer.
- Get Customer Subscription
Returns the customer's active subscription.
- Get Invoice
Returns one invoice by ID.
- Get Offer
Returns one offer by ID.
- Get Playlist Item
Returns one playlist item of a collection.
- Get Total Watch Time
Returns total watch time for a customer or content in a date range.
- Get Video
Returns one uploaded video by ID.
- Get Video Views
Returns video view records for a customer or content in a date range.
- Get Video Views Summary
Returns view counts and watch time per customer and video in a date range.
- List Contents
Returns a page of videos, collections and live events.
- List Customer Accesses
Returns the bundles and subscriptions a customer has access to.
- List Customers
Returns a page of customers, optionally filtered by a date range.
- List Email Topics
Returns your storefront's email topics.
- List Group Members
Returns the members of a team group.
- List Groups
Returns a page of team groups.
- List Invoices
Returns a page of invoices, optionally filtered by date range.
- List Offers
Returns your subscription, bundle and rental offers.
- List Playlist Items
Returns the playlist items and files of a collection.
- List Videos
Returns a page of uploaded videos.
- Publish Content
Publishes a video, collection or live event.
- Remove Group Member
Removes a person from a team group.
- Revoke Customer Access
Revokes a customer's access to a bundle or subscription.
- Schedule Content
Schedules a video or collection for future publication.
- Unpublish Content
Unpublishes a video, collection or live event.
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 Uscreen, 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 Uscreen when something happens in Upsales?
Any of Uscreen's 30 actions, including Create Group, Generate Sign-On Link, Get Content and Get Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Uscreen to Upsales?
Yes. When something happens in Uscreen, your agent can act in Upsales too. This page covers both directions: Uscreen's triggers and Upsales's actions are listed here as well.
Do I have to build a connector for Upsales or Uscreen?
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 Uscreen 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.