Articles in this section

• Introduction to Apps in Upsales

  Use apps to make customisations and integrations with Upsales. Combine information from your othe...

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• Q: Why can't I add my own app?

  A: The app directory has a My region filter that is on by default. It only shows apps where your ...

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• When should I use external config?

  An external config can hold the "fields", "uiElements" and "requirements" options. Upsales fetche...

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• When building apps, what is the "public app" setting?

  The Public setting decides whether other Upsales accounts can find and install your app in the Ap...

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• How to activate an app built in Upsales

  Activate your app to make it available to your team. Open your profile menu and click App direct...

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• Initiate when app is activated or saved

  A request is made to your app when someone activates the app or saves the configuration for the a...

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• How to add requirements for apps

  Limit your app to only be available to Upsales account with certain features. Requirements are li...

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• How to add fields in apps

  Specify the company and/or user fields your app needs its users to configure when activating or s...

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• Version

  You can build custom apps for Upsales. Version is one example. Keep track of which version of you...

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• Endpoint

  The location of your web server. Enter the base URL only, for example https://myapp.com or https:...

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• Initiate manually

  Initiate your app to run whenever you feel like it and add custom data to the request. Perhaps to...

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• App triggers

  A request will be made to your app when a user does something in the system. The following trigge...

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• App callback

  App callback is a way for your app to save data, update log and notify users from any Upsales re...

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• Request body

  Here's an explanation of each property you might find in the body of any request Upsales posts to...

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• Custom marketing events

  Building an Upsales app for a chat provider, webinar host or any other type of lead conversion se...

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• App Json

  The App Json is where you configure most of your app: the fields users fill in, the widgets your...

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• UI Widgets

  Use widgets to make your app interactive to Upsales users.Widgets are available at a few hotspots...

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