Integration
Connect Upsales and Zamzar
When New Activity fires in Upsales, your agent runs Create Content File in Zamzar, or New Conversion Job in Zamzar 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 Zamzar 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 Zamzar can do together
From Upsales to Zamzar
When New Activity in Upsales
then Create Content File in Zamzar
When New Appointment in Upsales
then Convert File in Zamzar
From Zamzar to Upsales
When New Conversion Job in Zamzar
then Add order in Upsales
When New File in Zamzar
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 Zamzar
Triggers and actions 8 triggers · 21 actions
Trigger
New ActivityTriggers when a new activity (to-do or phone call) is created in Upsales.
Trigger
New AppointmentTriggers when a new appointment is created in Upsales.
Trigger
New CompanyTriggers when a new company is created in Upsales.
Trigger
New ContactTriggers when a new contact is created in Upsales.
Trigger
New OpportunityTriggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
Trigger
New OrderTriggers when a new order (a won deal at 100% probability) is created in Upsales.
Action
Add orderCreates an order in Upsales for a company, with its stage, owner and product rows.
Action
Add productCreates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
Action
Create ContactCreates a contact person in Upsales, linked to a company.
Action
Delete companyDeletes a company in Upsales.
Action
Delete contactDeletes a contact in Upsales.
Action
Find a CompanyFinds companies in Upsales by name and returns the matching companies.
Action
Find a ContactFinds contacts in Upsales by email address or name.
Action
Find opportunities by criteriaReturns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
Action
Find orders by criteriaFinds won orders in Upsales matching a description, company, stage, owner or contact.
Action
Find products by criteriaFinds products in Upsales matching a name, article number, category or active status.
Action
Update opportunityUpdates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
Action
Update orderUpdates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.
Trigger
New Conversion JobTriggered when a new conversion job is created in your Zamzar account.
Trigger
New FileTriggered when a new file appears in your Zamzar account, whether uploaded or produced by a conversion.
Action
Convert FileStarts a Zamzar conversion job that converts a file you supply into another format. Returns the new job with its id and status so you can check on it or collect the converted file later.
Action
Create Content FileCreates a file on Zamzar from text content you supply, so it can be converted or downloaded later. Returns the stored file with its id, name and size.
Action
Delete conversion jobDeletes a conversion job from Zamzar. Returns the job that was removed.
Action
Delete fileDeletes a file stored on Zamzar. Returns the file that was removed.
Action
Find Converted FileLooks through the files stored on Zamzar and returns the ones whose name matches the text you supply. Use it to locate a converted file after a conversion job has finished.
Action
Get conversion jobReturns a single Zamzar conversion job, including its current status and any converted files it produced.
Action
Get fileReturns the details of a single file stored on Zamzar, including its name, format and size.
Action
List conversion jobsReturns the conversion jobs in your Zamzar account, most recent first.
Action
List formatsReturns every source format Zamzar can convert from, along with the target formats each one can be converted into.
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 Zamzar, 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 Zamzar when something happens in Upsales?
Any of Zamzar's 9 actions, including Create Content File, Convert File, Find Converted File and Get conversion job. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zamzar to Upsales?
Yes. When something happens in Zamzar, your agent can act in Upsales too. This page covers both directions: Zamzar's triggers and Upsales's actions are listed here as well.
Do I have to build a connector for Upsales or Zamzar?
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 Zamzar 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.