Integration
Connect Alegra and ClickHelp
When New Contact fires in Alegra, your agent runs Create Project Backup in ClickHelp, or Topic Created in ClickHelp to Create Contact in Alegra. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Alegra and ClickHelp to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Alegra and ClickHelp can do together
From Alegra to ClickHelp
When New Contact in Alegra
then Create Project Backup in ClickHelp
When New Estimate in Alegra
then Create User in ClickHelp
From ClickHelp to Alegra
When Topic Created in ClickHelp
then Create Contact in Alegra
When Topic Updated in ClickHelp
then Create Contact in Colombia in Alegra
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Alegra and ClickHelp
Triggers and actions 7 triggers ยท 32 actions
Trigger
New ContactTriggers when a new contact is created in your Alegra account.
Trigger
New EstimateTriggers when a new quote (estimate) is created in your Alegra account.
Trigger
New InvoiceTriggers when a new sales invoice is created in your Alegra account.
Trigger
New ItemTriggers when a new product or service is created in your Alegra account.
Action
Create ContactCreates a contact (client or provider) in your Alegra account. Returns the created contact.
Action
Create Contact in ColombiaCreates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.
Action
Create TaxCreates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.
Action
Find ContactSearches the contacts in your Alegra account by name or identification. Returns the matching contacts.
Action
Find Contact in ArgentinaSearches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.
Action
Find Contact in ChileSearches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.
Action
Find Contact in ColombiaSearches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.
Action
Find Contact in Costa RicaSearches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.
Action
Find Contact in MexicoSearches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.
Action
Find Contact in PanamaSearches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.
Action
Find Contact in PeruSearches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.
Action
Find InvoiceSearches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.
Action
Find ItemSearches the products and services in your Alegra account. Returns the matching items.
Action
Find TaxFinds a tax in your Alegra account by name. Returns the matching tax and its id.
Action
Update ContactUpdates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.
Action
Update Contact in ColombiaUpdates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.
Trigger
Topic CreatedFires once for each new topic that appears in the selected ClickHelp project or publication.
Trigger
Topic UpdatedTriggers when a topic is updated.
Trigger
Translation Document UpdatedFires when a topic (translation document) in the chosen translation project or publication is created or modified.
Action
Add TOC nodeCreate a TOC node (folder).
Action
Ask AnswerGeniusAsk AnswerGenius a question.
Action
Create Project BackupCreates a backup of a project.
Action
Create UserCreates a new user account.
Action
Delete publicationDelete a project/publication.
Action
Find topics by keywordSearch the portal.
Action
Get publicationGet one project/publication by id.
Action
Get task statusGet project management (long task) status.
Action
Get TOC nodeReturns one TOC node (caption, parent, position, topic)
Action
Get topicGet a topic.
Action
Get userGet a user profile.
Action
List topicsList all topics in a project/publication.
Action
List usersList portal users.
Action
Publish projectPublish a project.
Action
Update topicUpdate a topic.
Action
Update userChange a user profile.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Alegra
Alegra to GeckoboardGeckoboard is a dashboard tool for displaying KPIs and live business metrics on TV dashboards.
Alegra to OnceHubCapture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
Alegra to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Alegra to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Alegra to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Alegra to Google SheetsGoogle Sheets
More into ClickHelp
ActiveCampaign to ClickHelpActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to ClickHelpOrganize anything with Airtable, a modern database created for everyone.
Asana to ClickHelpAsana is a collaborative information manager for workspace.
Brevo to ClickHelpBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to ClickHelpCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Capsule CRM to ClickHelpCapsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
Questions
Alegra and ClickHelp, answered
What can start an automation from Alegra?
Any of Alegra's 4 triggers in the catalog, including New Contact, New Estimate, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ClickHelp when something happens in Alegra?
Any of ClickHelp's 16 actions, including Create Project Backup, Create User, Update topic and Update user. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ClickHelp to Alegra?
Yes. When something happens in ClickHelp, your agent can act in Alegra too. This page covers both directions: ClickHelp's triggers and Alegra's actions are listed here as well.
Do I have to build a connector for Alegra or ClickHelp?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.