--- title: "Connect Circleback and Freshservice - APIANT.ai" description: "When \"New Action Item\" fires in Circleback, your agent runs \"Add Attachment to a Ticket\" in Freshservice." canonical: "https://apiant.ai/connect/circleback-to-freshservice" --- # Connect Circleback and Freshservice When **New Action Item** fires in [Circleback](https://apiant.ai/connections/circleback), your agent runs **Add Attachment to a Ticket** in [Freshservice](https://apiant.ai/connections/freshservice), or **New or Updated Change** in Freshservice to **Create Action Item** in Circleback. Describe the whole flow and it is built, tested on every scenario and kept running. Circleback **2** triggers Circleback **24** actions Freshservice **10** triggers Freshservice **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Circleback and Freshservice 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 Circleback and Freshservice can do together ### From Circleback to Freshservice - When **New Action Item** in Circleback then **Add Attachment to a Ticket** in Freshservice - When **New Meeting** in Circleback then **Add Attachment to a Ticket (Cisco)** in Freshservice ### From Freshservice to Circleback - When **New or Updated Change** in Freshservice then **Create Action Item** in Circleback - When **New or Updated Release** in Freshservice then **Update Action Item** in Circleback 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 Circleback and Freshservice ## Triggers and actions 12 triggers · 44 actions - Trigger **New Action Item** Triggers when a new action item is created in your Circleback meetings. - Trigger **New Meeting** Triggers when a new meeting appears in your Circleback account. - Action **Create Action Item** Creates a Circleback action item owned by you. - Action **Create Folder** Creates a shared Circleback folder in a workspace. - Action **Create Tag** Creates a Circleback tag. - Action **Delete Action Item** Deletes a Circleback action item. - Action **Delete Folder** Deletes a shared Circleback folder; its meetings stay with their owners. - Action **Delete Meeting** Deletes a Circleback meeting you own. - Action **Delete Tag** Permanently deletes a Circleback tag and removes it from every meeting. - Action **Get Company** Returns a company by its domain, with its people and external links. - Action **Get Folder** Returns a Circleback folder with its members, teams and rules. - Action **Get Meeting** Returns a Circleback meeting with its notes, attendees, recording link and action items. - Action **Get Meeting Transcript** Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment. - Action **Get Person** Returns a person by profile ID with their profile details. - Action **Import Meeting** Imports an existing meeting into Circleback with its name and notes. - Action **List Action Items** Returns action items across your Circleback meetings, optionally filtered by status. - Action **List Calendar Events** Returns upcoming events from your calendars connected to Circleback. - Action **List Companies** Returns the companies whose people attend your Circleback meetings. - Action **List Folders** Returns the Circleback folders you can see. - Action **List Meetings** Returns a page of your Circleback meetings. - Action **List People** Returns the people who attend your Circleback meetings, most recent first. - Action **List Tags** Returns every Circleback tag available to you. - Action **Search Meetings** Searches your Circleback meetings by name and content. - Action **Update Action Item** Updates a Circleback action item's title, description or status. - Action **Update Meeting** Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same. - Action **Update Tag** Updates a Circleback tag's name or description. - Trigger **Deleted Ticket** Triggered when a ticket is deleted. - Trigger **New or Updated Change** Triggered by a new or updated change in Freshservice. - Trigger **New or Updated Release** Triggered by a new or updated release. - Trigger **Two-way sync new and updated changes** Triggered by new and updated changes - Trigger **Two-way sync new and updated problems with PagerDuty ID** A trigger for two-way syncing new and updated problems having a PagerDuty ID. Can only be used with two-way sync actions. - Trigger **Two-way sync new and updated releases** Triggered by new or updated release - Trigger **Two-way sync new and updated tickets** A trigger for two-way syncing new and updated tickets. Can only be used with two-way sync actions. - Trigger **Updated Change** Triggered when a change is updated (created_at differs from updated_at). - Trigger **Updated Problem** Triggered when a problem is updated (created_at != updated_at). - Trigger **Updated Release** Triggered when a release is updated. - Action **Add Attachment to a Ticket** Adds an attachment from a url to a specified ticket. - Action **Add Attachment to a Ticket (Cisco)** Adds an attachment from a url to a specified ticket. - Action **Add Note To A Problem** Adds a note to a problem provided its id. - Action **Delete change** Deletes a change request in Freshservice. - Action **Delete Problem** Deletes a problem given its ID. - Action **Delete Ticket** Deletes a ticket given its ID. - Action **Get agent** Returns the details of a single agent in Freshservice, including their custom field values. - Action **Get change** Returns a single change request by its ID, including its custom fields. - Action **Get problem** Returns a single Freshservice problem by its ID, including its custom fields. - Action **Get release** Returns a Freshservice release by its ID, including its planning details, associated assets and changes, and custom fields. - Action **Get requester** Returns a single requester's details, including contact info, departments and custom fields. - Action **Get Ticket** Retrieves a single ticket by ID. - Action **List Agents** Lists agents. - Action **List changes** Returns change requests in Freshservice, optionally filtered by view, requester or last-updated time. - Action **List problems** Returns the problems in your Freshservice account, optionally only those updated since a given time. - Action **List releases** Returns the releases in your Freshservice account, optionally only those updated since a given time. - Action **List Requesters** Lists requesters. - Action **List Tickets** Lists tickets, optionally filtered. - Action **Reply to a Ticket** Adds a public reply to a ticket. - Action **Two-way sync delete ticket** Deletes a ticket. For use only with two-way sync delete triggers. ## Each app on its own - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) - [ **Freshservice** Freshservice IT service management (ITSM) — manage tickets, problems, changes, releases, agents, and...](https://apiant.ai/connections/freshservice) Reviews ## What our customers say ## More from Circleback - [ **Circleback to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/circleback-to-hubspot) - [ **Circleback to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/circleback-to-salesforce) - [ **Circleback to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/circleback-to-slack) - [ **Circleback to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/circleback-to-google-sheets) - [ **Circleback to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/circleback-to-gmail) - [ **Circleback to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/circleback-to-google-calendar) ## More into Freshservice - [ **ActiveCampaign to Freshservice** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-freshservice) - [ **Airtable to Freshservice** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-freshservice) - [ **Asana to Freshservice** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freshservice) - [ **ClickUp to Freshservice** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-freshservice) - [ **Discord to Freshservice** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-freshservice) - [ **Freshdesk to Freshservice** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-freshservice) Questions ## Circleback and Freshservice, answered ### ### What can start an automation from Circleback? Any of Circleback's 2 triggers in the catalog, including New Action Item and New Meeting. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Freshservice when something happens in Circleback? Any of Freshservice's 20 actions, including Add Attachment to a Ticket, Add Attachment to a Ticket (Cisco), Add Note To A Problem and Get agent. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Freshservice to Circleback? Yes. When something happens in Freshservice, your agent can act in Circleback too. This page covers both directions: Freshservice's triggers and Circleback's actions are listed here as well. ### ### Do I have to build a connector for Circleback or Freshservice? 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 Circleback and Freshservice 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.