--- title: "Connect Upsales and Vouchsafe - APIANT.ai" description: "When \"New Activity\" fires in Upsales, your agent runs \"Perform smart lookup\" in Vouchsafe, or \"User Needs Review\" in Vouchsafe to \"Add order\" in Upsales." canonical: "https://apiant.ai/connect/upsales-to-vouchsafe" --- # Connect Upsales and Vouchsafe When **New Activity** fires in [Upsales](https://apiant.ai/connections/upsales), your agent runs **Perform smart lookup** in [Vouchsafe](https://apiant.ai/connections/vouchsafe), or **User Needs Review** in Vouchsafe to **Add order** in Upsales. Describe the whole flow and it is built, tested on every scenario and kept running. Upsales **6** triggers Upsales **12** actions Vouchsafe **2** triggers Vouchsafe **8** 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 Vouchsafe 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 and Vouchsafe can do together ### From Upsales to Vouchsafe - When **New Activity** in Upsales then **Perform smart lookup** in Vouchsafe - When **New Appointment** in Upsales then **Request Verification** in Vouchsafe ### From Vouchsafe to Upsales - When **User Needs Review** in Vouchsafe then **Add order** in Upsales - When **User Verified** in Vouchsafe then **Create Contact** in 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 Vouchsafe ## Triggers and actions 8 triggers · 20 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 **Add product** Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products. - Action **Create Contact** Creates a contact person in Upsales, linked to a company. - Action **Delete company** Deletes a company in Upsales. - Action **Delete contact** Deletes a contact in Upsales. - 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. - Trigger **User Needs Review** Triggers when a user could not be automatically verified, and needs your review. - Trigger **User Verified** Triggers when a verification is automatically completed. - Action **Find addresses by postcode** Search for addresses matching a given postcode. - Action **Get account detail** Retrieve details for a specific monitored account (subject of an alert). - Action **Get team** Retrieve details for a Vouchsafe team/workspace by ID. - Action **Get verification** Retrieve a verification case's status and check results by ID. - Action **List verifications** List verification cases for the team. - Action **Perform smart lookup** Look up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service. - Action **Request Verification** Starts a verification session for an applicant, new user or customer. - Action **Toggle alerts** Enable or disable proactive alert monitoring for an account. ## 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) - [ **Vouchsafe** Vouchsafe is a easy-to-use ID and age verification platform you can use for KYC, right-to-work checks and...](https://apiant.ai/connections/vouchsafe) 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 Vouchsafe - [ **HubSpot to Vouchsafe** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vouchsafe) - [ **Salesforce to Vouchsafe** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vouchsafe) - [ **Slack to Vouchsafe** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vouchsafe) - [ **Google Sheets to Vouchsafe** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-vouchsafe) - [ **Gmail to Vouchsafe** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vouchsafe) - [ **Google Calendar to Vouchsafe** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vouchsafe) Questions ## Upsales and Vouchsafe, 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 Vouchsafe when something happens in Upsales? Any of Vouchsafe's 8 actions, including Find addresses by postcode, Get account detail, Get team and Get verification. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vouchsafe to Upsales? Yes. When something happens in Vouchsafe, your agent can act in Upsales too. This page covers both directions: Vouchsafe's triggers and Upsales's actions are listed here as well. ### ### Do I have to build a connector for Upsales or Vouchsafe? 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 Vouchsafe 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.