What to Ask Leina to Do with Upsales
Copy a prompt, add your details, and send it to Leina in your connected team chat.
List companies with filters and read a selected company.
List companies with filters [JSON], get company [ID] and summarize its fields.
Read a company before applying a supplied payload.
Get company [ID], then update it with company [JSON].
Get Started with Upsales
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Connect Your Account
Provide an Upsales API key managed by an account administrator.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Upsales Capabilities
Use AI with Upsales to inspect company records and apply supplied CRM profile updates.
- Research Company Records
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List companies with filters and read a selected company.
- List Companies
- Get Company
- Update a Company Profile
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Read a company before applying a supplied payload.
- Get Company
- Update Company
View All 13 Actions
- Get Current User
- List Users
- Get User
- List Companies
- Get Company
- Create Company
- Update Company
- Delete Company
- List Contacts
- Get Contact
- Create Contact
- Update Contact
- Delete Contact
Frequently Asked Questions
Who manages the API key?
Upsales administrators can manage API keys in settings.
Can I read one company directly?
get_company retrieves it by id.
What should I specify in my request?
Use company IDs and official filter objects. Updates require a company payload.
Your AI employee for Upsales
Tell Leina what you need in your team chat. Include the source, destination, and expected result.