CONNECT APP
Build with Upsales
CRM
- API key
MCP
Give your agent Upsales tools
Every Upsales action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Upsales account for each tool call — you store no tokens.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "upsales",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// e.g. run Create Appointment:
const result = await mcp.callTool({
name: "upsales-create-appointment",
arguments: {
clientId: 10,
users: ["Users"],
},
})# access_token: mint a short-lived token with the Connect SDK — see the MCP guide
headers = {
"Authorization": f"Bearer {access_token}",
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", # any stable ID for this user in your system
"x-pd-app-slug": "upsales",
}
async with streamablehttp_client("https://remote.mcp.pipedream.net/v3", headers=headers) as (read, write, _):
async with ClientSession(read, write) as session:
await session.initialize()
tools = await session.list_tools()
# e.g. run Create Appointment:
result = await session.call_tool("upsales-create-appointment", {
"clientId": 10,
"users": ["Users"],
})API PROXY
Call the Upsales API directly
For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Upsales API with the connected user's credentials attached. You store no tokens and write no refresh logic.
const resp = await pd.proxy.get({
externalUserId: "{external_user_id}", // any stable ID for this user in your system
accountId: "apn_xxxxxxx",
url: "https://integration.upsales.com/api/v2/self",
})
// Any allowed Upsales endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.# The path segment is the target URL, URL-safe base64 encoded:
# https://integration.upsales.com/api/v2/self
curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9pbnRlZ3JhdGlvbi51cHNhbGVzLmNvbS9hcGkvdjIvc2VsZg?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
-H "Authorization: Bearer {access_token}" \
-H "x-pd-environment: production"SDK
Run Upsales actions from your backend
Connect a user's Upsales account once, then run Create Appointment on their behalf from your own code — TypeScript, Python, or plain HTTP.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "upsales-create-appointment",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
upsales: { authProvisionId: "apn_xxxxxxx" },
clientId: 10,
users: ["Users"],
},
})from pipedream import Pipedream
pd = Pipedream(
client_id="{oauth_client_id}",
client_secret="{oauth_client_secret}",
project_id="{project_id}",
project_environment="production",
)
result = pd.actions.run(
id="upsales-create-appointment",
external_user_id="{external_user_id}", # any stable ID for this user in your system
configured_props={
"upsales": {"authProvisionId": "apn_xxxxxxx"},
"clientId": 10,
"users": ["Users"],
},
)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "upsales-create-appointment",
"configured_props": {
"upsales": { "authProvisionId": "apn_xxxxxxx" },
"clientId": 10,
"users": ["Users"]
}
}'TOOLS
Upsales actions
On-demand operations your product or agent can configure and run on behalf of a connected user.
-
Create Appointment
actionCreates a new appointment in Upsales. See the documentationWritev0.0.1 -
Create Company
actionCreates a new company (account) in Upsales. See the documentationWritev0.0.1 -
Create Contact
actionCreates a new contact in Upsales. See the documentationWritev0.0.1 -
Create Opportunity
actionCreates a new opportunity in Upsales. See the documentationWritev0.0.1 -
Create Order
actionCreates a new order in Upsales. See the documentationWritev0.0.1 -
Create Stage
actionCreates a new order stage in Upsales. See the documentationWritev0.0.1 -
Create User
actionCreates a new user in Upsales. See the documentationWritev0.0.1 -
Deactivate User
actionDeactivates a user by ID in Upsales. See the documentationWritev0.0.1 -
Get Activity
actionRetrieves a single activity by ID from Upsales. See the documentationRead-onlyv0.0.1 -
Get Activity List
actionRetrieves a list of activities from Upsales. See the documentationRead-onlyv0.0.1 -
Get Appointment List
actionRetrieves a list of appointments from Upsales. See the documentationRead-onlyv0.0.1 -
Get Company
actionRetrieves a single company (account) by ID from Upsales. See the documentationRead-onlyv0.0.1 -
Get Company List
actionRetrieves a list of companies (accounts) from Upsales. See the documentationRead-onlyv0.0.1 -
Get Contact
actionRetrieves a single contact by ID from Upsales. See the documentationRead-onlyv0.0.1 -
Get Contact List
actionRetrieves a list of contacts from Upsales. See the documentationRead-onlyv0.0.1 -
Get NPS
actionRetrieves a single NPS record by ID from Upsales. See the documentationRead-onlyv0.0.1 -
Get NPS List
actionRetrieves a list of NPS records from Upsales. See the documentationRead-onlyv0.0.1 -
Get Opportunity
actionRetrieves a specific opportunity from Upsales. See the documentationRead-onlyv0.0.1 -
Get Opportunity List
actionRetrieves a list of opportunities from Upsales. See the documentationRead-onlyv0.0.1 -
Get Order
actionRetrieves a single order by ID from Upsales. See the documentationRead-onlyv0.0.1 -
Get Order List
actionRetrieves a list of orders from Upsales. See the documentationRead-onlyv0.0.1 -
Get Phone Call List
actionRetrieves a list of phone calls from Upsales. See the documentationRead-onlyv0.0.1 -
Get Product
actionRetrieves a product from Upsales. See the documentationRead-onlyv0.0.1 -
Get Product List
actionRetrieves a list of products from Upsales. See the documentationRead-onlyv0.0.1 -
Get Stage
actionRetrieves a single order stage by ID from Upsales. See the documentationRead-onlyv0.0.1 -
Get Stage List
actionRetrieves a list of order stages from Upsales. See the documentationRead-onlyv0.0.1 -
Get User
actionRetrieves a single user by ID from Upsales. See the documentationRead-onlyv0.0.1 -
Get User List
actionRetrieves a list of users from Upsales. See the documentationRead-onlyv0.0.1 -
List Activity ID Options
actionRetrieves available options for the Activity ID field.Read-onlyv0.0.1 -
List Activity Type ID Options
actionRetrieves available options for the Activity Type ID field.Read-onlyv0.0.1 -
List Company ID Options
actionRetrieves available options for the Company ID field.Read-onlyv0.0.1 -
List Contact ID Options
actionRetrieves available options for the Contact ID field.Read-onlyv0.0.1 -
List NPS ID Options
actionRetrieves available options for the NPS ID field.Read-onlyv0.0.1 -
List Opportunity ID Options
actionRetrieves available options for the Opportunity ID field.Read-onlyv0.0.1 -
List Order ID Options
actionRetrieves available options for the Order ID field.Read-onlyv0.0.1 -
List Product ID Options
actionRetrieves available options for the Product ID field.Read-onlyv0.0.1 -
List Stage ID Options
actionRetrieves available options for the Stage ID field.Read-onlyv0.0.1 -
List User ID Options
actionRetrieves available options for the User ID field.Read-onlyv0.0.1 -
Update Appointment
actionUpdates an existing appointment in Upsales. See the documentationWritev0.0.2 -
Update Company
actionUpdates an existing company (account) in Upsales. See the documentationWritev0.0.1 -
Update Contact
actionUpdates an existing contact in Upsales. See the documentationWritev0.0.1 -
Update Opportunity
actionUpdates an existing opportunity in Upsales. See the documentationWritev0.0.1 -
Update Order
actionUpdates an existing order in Upsales. See the documentationWritev0.0.1 -
Update Stage
actionUpdates an existing order stage in Upsales. See the documentationWritev0.0.1 -
Upload Document
actionUploads a document to Upsales. See the documentationWritev0.0.1
EVENTS
Upsales triggers
Event sources your backend can deploy for users and receive through a webhook.
No Upsales triggers are available yet.
- App slug
- upsales
- Authentication
- API key
- Categories
- CRM
- Actions
- 45
- Triggers
- 0
- API proxy
- Available