--- title: "Connect Campaign Refinery and ClickHelp - APIANT.ai" description: "When \"New Custom Attribute\" fires in Campaign Refinery, your agent runs \"Create Project Backup\" in ClickHelp." canonical: "https://apiant.ai/connect/campaign-refinery-to-clickhelp" --- # Connect Campaign Refinery and ClickHelp When **New Custom Attribute** fires in [Campaign Refinery](https://apiant.ai/connections/campaign-refinery), your agent runs **Create Project Backup** in [ClickHelp](https://apiant.ai/connections/clickhelp), or **Topic Created** in ClickHelp to **Create Custom Attribute** in Campaign Refinery. Describe the whole flow and it is built, tested on every scenario and kept running. Campaign Refinery **5** triggers Campaign Refinery **13** 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 Campaign Refinery 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 Campaign Refinery and ClickHelp can do together ### From Campaign Refinery to ClickHelp - When **New Custom Attribute** in Campaign Refinery then **Create Project Backup** in ClickHelp - When **New Custom Attribute Group** in Campaign Refinery then **Create User** in ClickHelp ### From ClickHelp to Campaign Refinery - When **Topic Created** in ClickHelp then **Create Custom Attribute** in Campaign Refinery - When **Topic Updated** in ClickHelp then **Create Custom Attribute Group** in Campaign Refinery 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 Campaign Refinery and ClickHelp ## Triggers and actions 8 triggers ยท 29 actions - Trigger **New Custom Attribute** Triggers when there is a new custom attribute. - Trigger **New Custom Attribute Group** Triggers when there is a new custom attribute group. - Trigger **New Form** Triggers when there is a new form. - Trigger **New Goal** Triggers when there is a new goal. - Trigger **New Tag** Triggers when a new tag is created. - Action **Create Custom Attribute** Creates a custom attribute. - Action **Create Custom Attribute Group** Creates a custom attribute group. - Action **Create Form** Creates a form. - Action **Create Goal** Creates a goal. - Action **Create Tag** Creates a tag. - Action **Delete Tag** Schedules a tag for deletion. - Action **Find Custom Attribute** Finds a custom attribute by key. - Action **Find Form** Finds a form by name. - Action **Find Goal** Finds a goal by name. - Action **Find Tag** Finds a tag by name. - Action **Update Custom Attribute** Updates a custom attribute. - Action **Update Form** Updates a form. - Action **Update Goal** Updates a goal. - 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 - [ **Campaign Refinery** Campaign Refinery is an email marketing platform for broadcasts, contact management & automated sequences...](https://apiant.ai/connections/campaign-refinery) - [ **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 Campaign Refinery - [ **Campaign Refinery to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/campaign-refinery-to-salesforce) - [ **Campaign Refinery to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/campaign-refinery-to-slack) - [ **Campaign Refinery to Swagger Generator** This is an online swagger codegen server.](https://apiant.ai/connect/campaign-refinery-to-swagger-generator) - [ **Campaign Refinery to Teamcamp** Teamcamp is an all-in-one project management application with project management, time tracking and invoicing](https://apiant.ai/connect/campaign-refinery-to-teamcamp) - [ **Campaign Refinery to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/campaign-refinery-to-hubspot) - [ **Campaign Refinery to Google Sheets** Google Sheets](https://apiant.ai/connect/campaign-refinery-to-google-sheets) ## 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 ## Campaign Refinery and ClickHelp, answered ### ### What can start an automation from Campaign Refinery? Any of Campaign Refinery's 5 triggers in the catalog, including New Custom Attribute, New Custom Attribute Group, New Form and New Goal. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ClickHelp when something happens in Campaign Refinery? 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 Campaign Refinery? Yes. When something happens in ClickHelp, your agent can act in Campaign Refinery too. This page covers both directions: ClickHelp's triggers and Campaign Refinery's actions are listed here as well. ### ### Do I have to build a connector for Campaign Refinery 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 Campaign Refinery 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.