--- title: "Connect ClickHelp and Contractbook - APIANT.ai" description: "When \"Topic Created\" fires in ClickHelp, your agent runs \"Get Document\" in Contractbook." canonical: "https://apiant.ai/connect/clickhelp-to-contractbook" --- # Connect ClickHelp and Contractbook When **Topic Created** fires in [ClickHelp](https://apiant.ai/connections/clickhelp), your agent runs **Get Document** in [Contractbook](https://apiant.ai/connections/contractbook), or **New Draft** in Contractbook to **Create Project Backup** in ClickHelp. Describe the whole flow and it is built, tested on every scenario and kept running. ClickHelp **3** triggers ClickHelp **16** actions Contractbook **3** triggers Contractbook **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ClickHelp and Contractbook 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 ClickHelp and Contractbook can do together ### From ClickHelp to Contractbook - When **Topic Created** in ClickHelp then **Get Document** in Contractbook - When **Topic Updated** in ClickHelp then **Create Contract** in Contractbook ### From Contractbook to ClickHelp - When **New Draft** in Contractbook then **Create Project Backup** in ClickHelp - When **New Template** in Contractbook then **Create User** in ClickHelp 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 ClickHelp and Contractbook ## Triggers and actions 6 triggers · 21 actions - 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. - Trigger **Draft Edited** Triggers when a draft document in Contractbook is edited. - Trigger **New Draft** Triggers when a new draft document is created in Contractbook. - Trigger **New Template** Triggers when a new template is added to your Contractbook account. - Action **Create Contract** Creates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings. - Action **Create Contract With Custom Parties** Creates a new contract from a Contractbook template, with the parties and signees you specify. - Action **Create Draft** Creates a new draft document from a Contractbook template, without sending it for signature. - Action **Create Draft With Custom Parties** Creates a draft document from a template with the parties and signees you specify, without sending it for signature. - Action **Get Document** Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events. ## Each app on its own - [ **ClickHelp** ClickHelp is an all-in-one online documentation platform which helps you author, host, translate and deliver...](https://apiant.ai/connections/clickhelp) - [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook) Reviews ## What our customers say ## More from ClickHelp - [ **ClickHelp to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clickhelp-to-hubspot) - [ **ClickHelp to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clickhelp-to-salesforce) - [ **ClickHelp to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clickhelp-to-slack) - [ **ClickHelp to Google Sheets** Google Sheets](https://apiant.ai/connect/clickhelp-to-google-sheets) - [ **ClickHelp to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clickhelp-to-gmail) - [ **ClickHelp to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clickhelp-to-google-calendar) ## More into Contractbook - [ **ActiveCampaign to Contractbook** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-contractbook) - [ **Airtable to Contractbook** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-contractbook) - [ **Asana to Contractbook** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-contractbook) - [ **ClickUp to Contractbook** 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-contractbook) - [ **Brevo to Contractbook** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-contractbook) - [ **Calendly to Contractbook** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-contractbook) Questions ## ClickHelp and Contractbook, answered ### ### What can start an automation from ClickHelp? Any of ClickHelp's 3 triggers in the catalog, including Topic Created, Topic Updated and Translation Document Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Contractbook when something happens in ClickHelp? Any of Contractbook's 5 actions, including Create Contract, Create Contract With Custom Parties, Create Draft and Create Draft With Custom Parties. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Contractbook to ClickHelp? Yes. When something happens in Contractbook, your agent can act in ClickHelp too. This page covers both directions: Contractbook's triggers and ClickHelp's actions are listed here as well. ### ### Do I have to build a connector for ClickHelp or Contractbook? 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 ClickHelp and Contractbook 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.