---
title: "Connect Birdeye and ClickHelp - APIANT.ai"
description: "When \"New Contact\" fires in Birdeye, your agent runs \"Create Project Backup\" in ClickHelp."
canonical: "https://apiant.ai/connect/birdeye-to-clickhelp"
---

# Connect Birdeye and ClickHelp

When **New Contact** fires in [Birdeye](https://apiant.ai/connections/birdeye), your agent runs **Create Project Backup** in [ClickHelp](https://apiant.ai/connections/clickhelp), or **Topic Created** in ClickHelp to **Add Ticket Comment** in Birdeye. Describe the whole flow and it is built, tested on every scenario and kept running.

Birdeye **4** triggers Birdeye **18** actions ClickHelp **3** triggers ClickHelp **16** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Birdeye and ClickHelp to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any 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.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### 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)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

Example flows

## What Birdeye and ClickHelp can do together

### From Birdeye to ClickHelp

- When **New Contact** in Birdeye then **Create Project Backup** in ClickHelp
- When **New Lead** in Birdeye then **Create User** in ClickHelp

### From ClickHelp to Birdeye

- When **Topic Created** in ClickHelp then **Add Ticket Comment** in Birdeye
- When **Topic Updated** in ClickHelp then **Update Ticket** in Birdeye

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 Birdeye and ClickHelp

## Triggers and actions 7 triggers · 34 actions

- Trigger

**New Contact**

Triggers when a new customer contact is added in Birdeye.

- Trigger

**New Lead**

Triggers when a new lead is added in Birdeye.

- Trigger

**New Ticket**

Triggers when a new ticket is created in Birdeye.

- Trigger

**Survey Completed**

Triggers when a customer submits a response to a survey.

- Action

**Add Ticket Comment**

Adds a comment to a ticket.

- Action

**Delete Tag**

Deletes a review tag from the account.

- Action

**Get Business**

Returns the profile of a business or location.

- Action

**Get Contact Activity Log**

Returns a contact's activity history, such as review requests sent and reviews written.

- Action

**Get Dashboard Data**

Returns review count, average rating, sentiment and benchmark figures for a business.

- Action

**Get Listing**

Returns the listing details of a location.

- Action

**Get Review Summary**

Returns review counts by source and by rating for a business.

- Action

**Get Survey**

Returns a survey with its pages and questions.

- Action

**Get User**

Returns the details of a Birdeye user.

- Action

**List Competitors**

Returns the competitors tracked for a business.

- Action

**List Contacts**

Returns the contacts of a business, most recently active first.

- Action

**List Employees**

Returns the employees of a business.

- Action

**List Locations**

Returns the locations (child businesses) under an enterprise account.

- Action

**List Survey Responses**

Returns the responses submitted to a survey.

- Action

**List Surveys**

Returns the surveys of a business.

- Action

**List Tags**

Returns the review tags in the account.

- Action

**Search Businesses**

Searches the businesses under an account by name or number.

- Action

**Update Ticket**

Updates a ticket's status or assignee.

- Trigger

**Topic Created**

Fires once for each new topic that appears in the selected ClickHelp project or publication.

- Trigger

**Topic Updated**

Triggers when a topic is updated.

- Trigger

**Translation Document Updated**

Fires when a topic (translation document) in the chosen translation project or publication is created or modified.

- Action

**Add TOC node**

Create a TOC node (folder).

- Action

**Ask AnswerGenius**

Ask AnswerGenius a question.

- Action

**Create Project Backup**

Creates a backup of a project.

- Action

**Create User**

Creates a new user account.

- Action

**Delete publication**

Delete a project/publication.

- Action

**Find topics by keyword**

Search the portal.

- Action

**Get publication**

Get one project/publication by id.

- Action

**Get task status**

Get project management (long task) status.

- Action

**Get TOC node**

Returns one TOC node (caption, parent, position, topic)

- Action

**Get topic**

Get a topic.

- Action

**Get user**

Get a user profile.

- Action

**List topics**

List all topics in a project/publication.

- Action

**List users**

List portal users.

- Action

**Publish project**

Publish a project.

- Action

**Update topic**

Update a topic.

- Action

**Update user**

Change a user profile.

## Each app on its own

- [ **Birdeye** Birdeye is an all-in-one customer experience platform.](https://apiant.ai/connections/birdeye)
- [ **ClickHelp** ClickHelp is an all-in-one online documentation platform which helps you author, host, translate and deliver...](https://apiant.ai/connections/clickhelp)

Reviews

## What our customers say

## More from Birdeye

- [ **Birdeye to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/birdeye-to-hubspot)
- [ **Birdeye to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/birdeye-to-salesforce)
- [ **Birdeye to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/birdeye-to-slack)
- [ **Birdeye to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/birdeye-to-google-sheets)
- [ **Birdeye to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/birdeye-to-gmail)
- [ **Birdeye to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/birdeye-to-google-calendar)

## More into ClickHelp

- [ **ActiveCampaign to ClickHelp** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clickhelp)
- [ **Airtable to ClickHelp** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clickhelp)
- [ **Asana to ClickHelp** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clickhelp)
- [ **Brevo to ClickHelp** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-clickhelp)
- [ **Calendly to ClickHelp** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-clickhelp)
- [ **Capsule CRM to ClickHelp** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-clickhelp)

Questions

## Birdeye and ClickHelp, answered

###

### What can start an automation from Birdeye?

Any of Birdeye's 4 triggers in the catalog, including New Contact, New Lead, New Ticket and Survey Completed. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in ClickHelp when something happens in Birdeye?

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 Birdeye?

Yes. When something happens in ClickHelp, your agent can act in Birdeye too. This page covers both directions: ClickHelp's triggers and Birdeye's actions are listed here as well.

###

### Do I have to build a connector for Birdeye 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.

###

### Can my AI client use Birdeye and ClickHelp without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.

###

### 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.
