Integration
Connect Campaign Refinery to HelpDesk
When something happens in Campaign Refinery, your agent does the next thing in HelpDesk. Describe it 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 Campaign Refinery and HelpDesk 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 Campaign Refinery can start in HelpDesk
When New Custom Attribute in Campaign Refinery
then Add Canned Response in HelpDesk
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 HelpDesk
Triggers and actions 5 triggers · 33 actions
- New Custom Attribute
Triggers when there is a new custom attribute.
- New Custom Attribute Group
Triggers when there is a new custom attribute group.
- New Form
Triggers when there is a new form.
- New Goal
Triggers when there is a new goal.
- New Tag
Triggers when a new tag is created.
- Create Custom Attribute
Creates a custom attribute.
- Create Custom Attribute Group
Creates a custom attribute group.
- Create Form
Creates a form.
- Create Goal
Creates a goal.
- Create Tag
Creates a tag.
- Delete Tag
Schedules a tag for deletion.
- Find Custom Attribute
Finds a custom attribute by key.
- Find Form
Finds a form by name.
- Find Goal
Finds a goal by name.
- Find Tag
Finds a tag by name.
- Update Custom Attribute
Updates a custom attribute.
- Update Form
Updates a form.
- Update Goal
Updates a goal.
- Add Canned Response
Create a new canned response.
- Add Followers to Ticket
- Add Tags to Ticket
- Create Ticket
- Create Upload Transaction
- Delete Canned Response
Delete a canned response by ID.
- Delete Ticket
Delete a ticket by ID.
- Find Tickets
- Get Agent
Retrieve a single agent by ID.
- Get Canned Response
Retrieve a single canned response by ID.
- Get Team
Retrieve a single team by ID.
- Get Ticket
Retrieve a single ticket by ID.
- List Agents
List all agents.
- List Canned Responses
List all canned responses.
- List Teams
List all teams.
- Update Agent
Update an existing agent by ID.
- Update Canned Response
Update an existing canned response by ID.
- Update Team
Update an existing team by ID.
- Update Ticket / Send Reply
- Upload Attachment During Transaction
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 Campaign Refinery
Campaign Refinery to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Campaign Refinery to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Campaign Refinery to TeamcampTeamcamp is an all-in-one project management application with project management, time tracking and invoicing
Campaign Refinery to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Campaign Refinery to Google SheetsGoogle Sheets
Campaign Refinery to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
More into HelpDesk
Gmail to HelpDeskGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to HelpDeskGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Campaign Refinery and HelpDesk, 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 HelpDesk when something happens in Campaign Refinery?
Any of HelpDesk's 20 actions, including Create Ticket, Create Upload Transaction, Update Agent and Update Canned Response. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from HelpDesk to Campaign Refinery?
HelpDesk has no triggers in the catalog today, so automations start in Campaign Refinery. If you need the other direction, ask: your agent reads HelpDesk's API documentation and adds it.
Do I have to build a connector for Campaign Refinery or HelpDesk?
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.