Integration
Connect Upsales and Yext
When New Activity fires in Upsales, your agent runs Create User in Yext, or New Entity in Yext 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 Yext 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Yext can do together
From Upsales to Yext
When New Activity in Upsales
then Create User in Yext
From Yext 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 Yext
Triggers and actions 8 triggers · 30 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 Company
Creates a new company (account) in Upsales, with optional phone, account manager and custom field values.
- 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 Contact
Updates an existing Upsales contact's name, contact details, title, notes, status, company and custom fields. Fields left blank are not changed.
- 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 Entity
Triggers when a new entity, such as a location, is added to your Yext Knowledge Graph.
- New Review
Triggers when a new review of one of your locations arrives in Yext.
- Create User
Creates a user in your Yext account.
- Delete Entity
Deletes an entity from your Yext Knowledge Graph.
- Delete User
Deletes a user from your Yext account.
- Get Entity
Returns one Yext entity, such as a location, with all its fields.
- Get Review
Returns one review with its rating, content and replies.
- List Entities
Returns up to 50 entities (locations, events, FAQs and more) from your Yext Knowledge Graph, optionally limited to certain entity types.
- List Folders
Returns the folders that organize your Yext entities.
- List Reviews
Returns up to 50 reviews of your locations, with their average rating.
- List Users
Returns up to 100 users of your Yext account.
- Reply to Review
Posts a reply on a review, publicly or privately.
- Update Entity
Updates the name, description or phone of an existing Yext entity; blank fields are left unchanged.
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
More from Upsales
Upsales to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Upsales to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
Upsales to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
Upsales to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Upsales to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
Upsales to AnthropicAnthropic builds Claude, a family of large language models.
More into Yext
HubSpot to YextHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to YextSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to YextSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to YextGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to YextGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to YextGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Upsales and Yext, 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 Yext when something happens in Upsales?
Any of Yext's 11 actions, including Create User, Update Entity, Get Entity and Get Review. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Yext to Upsales?
Yes. When something happens in Yext, your agent can act in Upsales too. This page covers both directions: Yext's triggers and Upsales's actions are listed here as well.
Do I have to build a connector for Upsales or Yext?
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 Yext 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.