# Upsales — Pipedream Connect

> Win more deals with Upsales

- API slug: `upsales` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: CRM
- Website: https://www.upsales.com
- This page (HTML): https://pipedream.com/apps/upsales
- Tools: 45 actions · 0 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: upsales`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
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 accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_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"],
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Upsales endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# 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"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
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"],
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (45)

### `upsales-create-appointment` — Create Appointment (Write)

Creates a new appointment in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/create-appointment.md

### `upsales-create-company` — Create Company (Write)

Creates a new company (account) in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/create-company.md

### `upsales-create-contact` — Create Contact (Write)

Creates a new contact in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/create-contact.md

### `upsales-create-opportunity` — Create Opportunity (Write)

Creates a new opportunity in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/create-opportunity.md

### `upsales-create-order` — Create Order (Write)

Creates a new order in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/create-order.md

### `upsales-create-stage` — Create Stage (Write)

Creates a new order stage in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/create-stage.md

### `upsales-create-user` — Create User (Write)

Creates a new user in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/create-user.md

### `upsales-deactivate-user` — Deactivate User (Write)

Deactivates a user by ID in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/deactivate-user.md

### `upsales-get-activity` — Get Activity (Read-only)

Retrieves a single activity by ID from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-activity.md

### `upsales-get-activity-list` — Get Activity List (Read-only)

Retrieves a list of activities from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-activity-list.md

### `upsales-get-appointment-list` — Get Appointment List (Read-only)

Retrieves a list of appointments from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-appointment-list.md

### `upsales-get-company` — Get Company (Read-only)

Retrieves a single company (account) by ID from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-company.md

### `upsales-get-company-list` — Get Company List (Read-only)

Retrieves a list of companies (accounts) from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-company-list.md

### `upsales-get-contact` — Get Contact (Read-only)

Retrieves a single contact by ID from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-contact.md

### `upsales-get-contact-list` — Get Contact List (Read-only)

Retrieves a list of contacts from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-contact-list.md

### `upsales-get-nps` — Get NPS (Read-only)

Retrieves a single NPS record by ID from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-nps.md

### `upsales-get-nps-list` — Get NPS List (Read-only)

Retrieves a list of NPS records from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-nps-list.md

### `upsales-get-opportunity` — Get Opportunity (Read-only)

Retrieves a specific opportunity from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-opportunity.md

### `upsales-get-opportunity-list` — Get Opportunity List (Read-only)

Retrieves a list of opportunities from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-opportunity-list.md

### `upsales-get-order` — Get Order (Read-only)

Retrieves a single order by ID from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-order.md

### `upsales-get-order-list` — Get Order List (Read-only)

Retrieves a list of orders from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-order-list.md

### `upsales-get-phone-call-list` — Get Phone Call List (Read-only)

Retrieves a list of phone calls from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-phone-call-list.md

### `upsales-get-product` — Get Product (Read-only)

Retrieves a product from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-product.md

### `upsales-get-product-list` — Get Product List (Read-only)

Retrieves a list of products from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-product-list.md

### `upsales-get-stage` — Get Stage (Read-only)

Retrieves a single order stage by ID from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-stage.md

### `upsales-get-stage-list` — Get Stage List (Read-only)

Retrieves a list of order stages from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-stage-list.md

### `upsales-get-user` — Get User (Read-only)

Retrieves a single user by ID from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-user.md

### `upsales-get-user-list` — Get User List (Read-only)

Retrieves a list of users from Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/get-user-list.md

### `upsales-list-activity-id-options` — List Activity ID Options (Read-only)

Retrieves available options for the Activity ID field.

Full schema: https://pipedream.com/apps/upsales/actions/list-activity-id-options.md

### `upsales-list-activity-type-id-options` — List Activity Type ID Options (Read-only)

Retrieves available options for the Activity Type ID field.

Full schema: https://pipedream.com/apps/upsales/actions/list-activity-type-id-options.md

### `upsales-list-company-id-options` — List Company ID Options (Read-only)

Retrieves available options for the Company ID field.

Full schema: https://pipedream.com/apps/upsales/actions/list-company-id-options.md

### `upsales-list-contact-id-options` — List Contact ID Options (Read-only)

Retrieves available options for the Contact ID field.

Full schema: https://pipedream.com/apps/upsales/actions/list-contact-id-options.md

### `upsales-list-nps-id-options` — List NPS ID Options (Read-only)

Retrieves available options for the NPS ID field.

Full schema: https://pipedream.com/apps/upsales/actions/list-nps-id-options.md

### `upsales-list-opportunity-id-options` — List Opportunity ID Options (Read-only)

Retrieves available options for the Opportunity ID field.

Full schema: https://pipedream.com/apps/upsales/actions/list-opportunity-id-options.md

### `upsales-list-order-id-options` — List Order ID Options (Read-only)

Retrieves available options for the Order ID field.

Full schema: https://pipedream.com/apps/upsales/actions/list-order-id-options.md

### `upsales-list-product-id-options` — List Product ID Options (Read-only)

Retrieves available options for the Product ID field.

Full schema: https://pipedream.com/apps/upsales/actions/list-product-id-options.md

### `upsales-list-stage-id-options` — List Stage ID Options (Read-only)

Retrieves available options for the Stage ID field.

Full schema: https://pipedream.com/apps/upsales/actions/list-stage-id-options.md

### `upsales-list-user-id-options` — List User ID Options (Read-only)

Retrieves available options for the User ID field.

Full schema: https://pipedream.com/apps/upsales/actions/list-user-id-options.md

### `upsales-update-appointment` — Update Appointment (Write)

Updates an existing appointment in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/update-appointment.md

### `upsales-update-company` — Update Company (Write)

Updates an existing company (account) in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/update-company.md

### `upsales-update-contact` — Update Contact (Write)

Updates an existing contact in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/update-contact.md

### `upsales-update-opportunity` — Update Opportunity (Write)

Updates an existing opportunity in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/update-opportunity.md

### `upsales-update-order` — Update Order (Write)

Updates an existing order in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/update-order.md

### `upsales-update-stage` — Update Stage (Write)

Updates an existing order stage in Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/update-stage.md

### `upsales-upload-document` — Upload Document (Write)

Uploads a document to Upsales. See the documentation

Full schema: https://pipedream.com/apps/upsales/actions/upload-document.md

---

- All apps: https://pipedream.com/apps — index: https://pipedream.com/llms.txt
- Pipedream docs for agents: https://pipedream.com/docs/llms.txt