# Connect ClickHelp to Unleashed Software When **Topic Created** fires in [ClickHelp](https://apiant.ai/connections/clickhelp), your agent runs **Add customer** in [Unleashed Software](https://apiant.ai/connections/unleashed-software). Describe the whole flow and it is built, tested on every scenario and kept running. ClickHelp **3** triggers ClickHelp **16** actions Unleashed Software **15** 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 Unleashed Software 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 can start in Unleashed Software - When **Topic Created** in ClickHelp then **Add customer** in Unleashed Software - When **Topic Updated** in ClickHelp then **Add purchase order** in Unleashed Software 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 Unleashed Software ## Triggers and actions 3 triggers · 31 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. - Action **Add customer** - Action **Add product** Adds a new product - Action **Add purchase order** - Action **Add sales order** - Action **Add stock adjustment** Creates a stock adjustment in Unleashed for a warehouse, setting new quantities and values for one or more products. - Action **Get stock adjustment** Returns one Unleashed stock adjustment by its GUID, with its number, warehouse, reason, status and adjusted product lines. - Action **List customers** Lists customers in Unleashed, optionally filtered by code, name, email, type, currency and more. Returns the first page (up to 200 customers). - Action **List products** Lists products in your Unleashed account, optionally filtered by code, description, barcode, brand, group, customer or modified date. - Action **List purchase orders** Lists purchase orders in Unleashed, optionally filtered by status, dates, supplier, warehouse or order number. - Action **List sales invoices** Lists sales invoices in Unleashed, optionally filtered by customer, dates, status, invoice or order number, and payment status. - Action **List sales orders** Lists a page of sales orders, newest-modified first, optionally filtered by customer, status, warehouse or date range. - Action **List suppliers** Lists suppliers in the Unleashed account, optionally filtered by supplier code, contact email or modified date. - Action **Update customer** Updates an existing customer by GUID. Unleashed does not support partial updates, so the current record is read first and only the fields you supply are changed. - Action **Update product** Updates an existing product by GUID. Only the fields you fill in are changed; every other field keeps its current value. - Action **Update sales order** Updates an existing sales order in Unleashed. Only the fields you fill in are changed; everything else on the order keeps its current value. ## 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) - [ **Unleashed Software** UnleashedSoftware is a world class online inventory management software for small, medium and large business...](https://apiant.ai/connections/unleashed-software) 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 Unleashed Software - [ **Pipedrive to Unleashed Software** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-unleashed-software) - [ **Twilio to Unleashed Software** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/twilio-to-unleashed-software) - [ **Freshworks CRM to Unleashed Software** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/freshworks-crm-to-unleashed-software) - [ **Wufoo to Unleashed Software** Wufoo is an easy way to build and manage online HTML forms and collect entries.](https://apiant.ai/connect/wufoo-to-unleashed-software) - [ **HubSpot to Unleashed Software** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-unleashed-software) - [ **Salesforce to Unleashed Software** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-unleashed-software) Questions ## ClickHelp and Unleashed Software, 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 Unleashed Software when something happens in ClickHelp? Any of Unleashed Software's 15 actions, including Update customer, Update product, Update sales order and Add customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Unleashed Software to ClickHelp? Unleashed Software has no triggers in the catalog today, so automations start in ClickHelp. If you need the other direction, ask: your agent reads Unleashed Software's API documentation and adds it. ### ### Do I have to build a connector for ClickHelp or Unleashed Software? 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.