# Connect ClickHelp and LeadSimple

When **Topic Created** fires in [ClickHelp](https://apiant.ai/connections/clickhelp), your agent runs **Update Contact** in [LeadSimple](https://apiant.ai/connections/leadsimple), or **Call Completed** in LeadSimple 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 LeadSimple **4** triggers LeadSimple **10** 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 LeadSimple to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 LeadSimple can do together

### From ClickHelp to LeadSimple

- When **Topic Created** in ClickHelp then **Update Contact** in LeadSimple
- When **Topic Updated** in ClickHelp then **Update Lead** in LeadSimple

### From LeadSimple to ClickHelp

- When **Call Completed** in LeadSimple then **Create Project Backup** in ClickHelp
- When **Lead Created** in LeadSimple 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 LeadSimple

## Triggers and actions 7 triggers · 26 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

**Call Completed**

Triggers when a new call is completed.

- Trigger

**Lead Changes Tags**

Triggers when a lead's tags change.

- Trigger

**Lead Created**

Triggers when a new lead is created.

- Trigger

**Lead Is Reassigned**

Triggers when a lead is reassigned.

- Action

**Create Call**

Creates a Call in your account

- Action

**Get Lead**

Gets a Lead in your account by ID.

- Action

**Search Contact**

Searches a contact in your account by name, phone number or email address.

- Action

**Search Property**

Searches a Property in your account by name or address.

- Action

**Search Unit**

Searches the units on the property by the Unit Number

- Action

**Search User**

Searches a user in your account by name or email address.

- Action

**Update Contact**

Updates a Contact in your account.

- Action

**Update Lead**

Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.

- Action

**Update Property**

Updates a Property.

- Action

**Update Unit**

Updates a Unit.

## 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)
- [ **LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connections/leadsimple)

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 LeadSimple

- [ **Copper to LeadSimple** Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across...](https://apiant.ai/connect/copper-to-leadsimple)
- [ **Files.com to LeadSimple** Files.com is Smart Cloud Storage for modern teams.](https://apiant.ai/connect/files-com-to-leadsimple)
- [ **HubSpot to LeadSimple** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leadsimple)
- [ **Google Sheets to LeadSimple** Google Sheets](https://apiant.ai/connect/google-sheets-to-leadsimple)
- [ **Gmail to LeadSimple** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-leadsimple)
- [ **Google Calendar to LeadSimple** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-leadsimple)

Questions

## ClickHelp and LeadSimple, 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 LeadSimple when something happens in ClickHelp?

Any of LeadSimple's 10 actions, including Create Call, Update Contact, Update Lead and Update Property. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from LeadSimple to ClickHelp?

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

###

### Do I have to build a connector for ClickHelp or LeadSimple?

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.
