# Upsales AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Upsales with a scoped API key and helps you track deals and customer relationships through a sales pipeline, running 45 Upsales actions for you like Get NPS, Get User, and Get Stage. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Upsales and reports back. Setup takes about two minutes. - Tool: Upsales - Category: Sales & CRM - Connection: API key - Actions available: 45 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/upsales ## What can you ask Viktor to do in Upsales? - "Update the Upsales deal I closed today and move it to won." - "Pull this week's pipeline from Upsales and post a summary to #sales every Friday." - "Find contacts in Upsales we haven't touched in 30 days and draft follow-ups." - "Cross-check Upsales against our billing records and flag deals that don't match." ## What can Viktor do in Upsales? (45 actions) - **List User ID Options** - Retrieves available options for the User ID field. - **List Stage ID Options** - Retrieves available options for the Stage ID field. - **List Product ID Options** - Retrieves available options for the Product ID field. - **List Order ID Options** - Retrieves available options for the Order ID field. - **List Opportunity ID Options** - Retrieves available options for the Opportunity ID field. - **List NPS ID Options** - Retrieves available options for the NPS ID field. - **List Contact ID Options** - Retrieves available options for the Contact ID field. - **List Company ID Options** - Retrieves available options for the Company ID field. - **List Activity Type ID Options** - Retrieves available options for the Activity Type ID field. - **List Activity ID Options** - Retrieves available options for the Activity ID field. - **Update Appointment** - Updates an existing appointment in Upsales. - **Upload Document** - Uploads a document to Upsales. - **Update Stage** - Updates an existing order stage in Upsales. - **Update Order** - Updates an existing order in Upsales. - **Update Opportunity** - Updates an existing opportunity in Upsales. - **Update Contact** - Updates an existing contact in Upsales. - **Update Company** - Updates an existing company (account) in Upsales. - **Get User** - Retrieves a single user by ID from Upsales. - **Get User List** - Retrieves a list of users from Upsales. - **Get Stage** - Retrieves a single order stage by ID from Upsales. - **Get Stage List** - Retrieves a list of order stages from Upsales. - **Get Product** - Retrieves a product from Upsales. - **Get Product List** - Retrieves a list of products from Upsales. - **Get Phone Call List** - Retrieves a list of phone calls from Upsales. - **Get Order** - Retrieves a single order by ID from Upsales. - **Get Order List** - Retrieves a list of orders from Upsales. - **Get Opportunity** - Retrieves a specific opportunity from Upsales. - **Get Opportunity List** - Retrieves a list of opportunities from Upsales. - **Get NPS** - Retrieves a single NPS record by ID from Upsales. - **Get NPS List** - Retrieves a list of NPS records from Upsales. - **Get Contact** - Retrieves a single contact by ID from Upsales. - **Get Contact List** - Retrieves a list of contacts from Upsales. - **Get Company** - Retrieves a single company (account) by ID from Upsales. - **Get Company List** - Retrieves a list of companies (accounts) from Upsales. - **Get Appointment List** - Retrieves a list of appointments from Upsales. - **Get Activity** - Retrieves a single activity by ID from Upsales. - **Get Activity List** - Retrieves a list of activities from Upsales. - **Deactivate User** - Deactivates a user by ID in Upsales. - **Create User** - Creates a new user in Upsales. - **Create Stage** - Creates a new order stage in Upsales. - **Create Order** - Creates a new order in Upsales. - **Create Opportunity** - Creates a new opportunity in Upsales. - **Create Contact** - Creates a new contact in Upsales. - **Create Company** - Creates a new company (account) in Upsales. - **Create Appointment** - Creates a new appointment in Upsales. ## How does Viktor work with Upsales? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Upsales with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Upsales actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Upsales AI agent? A Upsales AI agent is an AI that connects to your Upsales account and completes work in it - it doesn't just answer questions about Upsales, it takes the actions. Viktor is that agent: an AI employee that works in Upsales on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Upsales actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Upsales Win more deals with Upsales ## Security and permissions - Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time. - Review-first approvals: sensitive Upsales actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Upsales? Yes. Upsales is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Upsales from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Upsales to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Upsales, then paste an API key from your Upsales account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in Upsales? Viktor can run 45 Upsales actions, including Get NPS, Get User, and Get Stage - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Upsales? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Upsales actions to take, runs them, and reports back. ### Is my Upsales data secure with Viktor? Yes. Viktor connects to Upsales with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Upsales integration cost? Nothing extra - every integration, including Upsales, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Upsales together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Upsales, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Upsales together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) - [Zoom](https://viktor.com/integrations/zoom) - [Lusha](https://viktor.com/integrations/lusha) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.