---
title: "Connect CompanyHub and HappyFox Chat - APIANT.ai"
description: "When \"New Company\" fires in CompanyHub, your agent runs \"List offline messages\" in HappyFox Chat."
canonical: "https://apiant.ai/connect/companyhub-to-happyfox-chat"
---

# Connect CompanyHub and HappyFox Chat

When **New Company** fires in [CompanyHub](https://apiant.ai/connections/companyhub), your agent runs **List offline messages** in [HappyFox Chat](https://apiant.ai/connections/happyfox-chat), or **New Missed Chat** in HappyFox Chat to **Create a Record (Custom Table)** in CompanyHub. Describe the whole flow and it is built, tested on every scenario and kept running.

CompanyHub **6** triggers CompanyHub **7** actions HappyFox Chat **3** triggers HappyFox Chat **8** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want CompanyHub and HappyFox Chat 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 CompanyHub and HappyFox Chat can do together

### From CompanyHub to HappyFox Chat

- When **New Company** in CompanyHub then **List offline messages** in HappyFox Chat
- When **New Contact** in CompanyHub then **Get agent** in HappyFox Chat

### From HappyFox Chat to CompanyHub

- When **New Missed Chat** in HappyFox Chat then **Create a Record (Custom Table)** in CompanyHub
- When **New Offline Message** in HappyFox Chat then **Create Contact** in CompanyHub

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 CompanyHub and HappyFox Chat

## Triggers and actions 9 triggers · 15 actions

- Trigger

**New Company**

Triggers when a new company is added in CompanyHub.

- Trigger

**New Contact**

Triggers when a new contact is created in CompanyHub.

- Trigger

**New Deal**

Triggers when a new deal is created in CompanyHub.

- Trigger

**New Record (Custom Table)**

Triggers when a new record is added to the CompanyHub table you choose, such as one of your custom tables.

- Trigger

**New Task**

Triggers when a new task is created in CompanyHub.

- Trigger

**Record Updated**

Triggers when a record in the chosen CompanyHub table is created or changed.

- Action

**Create a Record (Custom Table)**

Creates a record in any CompanyHub table, including custom tables, from the field values you supply, and returns the new record's ID.

- Action

**Create Company**

Creates a new company record in CompanyHub and returns its ID.

- Action

**Create Contact**

Creates a contact in CompanyHub and returns the new contact's ID.

- Action

**Create Deal**

Creates a deal in CompanyHub and returns the new deal's ID.

- Action

**Create Task**

Creates a task in CompanyHub with the given title, type, category, assignee and end time, plus any other Task fields you set.

- Action

**Find Record**

Returns the records in a CompanyHub table (Contact, Company, Deal or a custom table) whose chosen field matches the value you supply.

- Action

**Update Record**

Updates an existing record in a CompanyHub table (Contact, Company, Deal or a custom table), changing only the fields you supply.

- Trigger

**Finished Chat**

Triggered when a chat in HappyFox Chat ends and its transcript is created.

- Trigger

**New Missed Chat**

Triggered when a chat in HappyFox Chat ends without an agent answering it.

- Trigger

**New Offline Message**

Triggered when a visitor leaves an offline message in HappyFox Chat.

- Action

**Get agent**

Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.

- Action

**Get department**

Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.

- Action

**List agents**

Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.

- Action

**List canned responses**

Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.

- Action

**List departments**

Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each.

- Action

**List offline messages**

Returns the offline messages visitors left in HappyFox Chat while no agent was available.

- Action

**List transcripts**

Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.

- Action

**List visitors**

Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information.

## Each app on its own

- [ **CompanyHub** CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated...](https://apiant.ai/connections/companyhub)
- [ **HappyFox Chat** Powerful live chat software built from ground-up for super fast customer support.](https://apiant.ai/connections/happyfox-chat)

Reviews

## What our customers say

## More from CompanyHub

- [ **CompanyHub to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/companyhub-to-hubspot)
- [ **CompanyHub to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/companyhub-to-salesforce)
- [ **CompanyHub to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/companyhub-to-slack)
- [ **CompanyHub to Google Sheets** Google Sheets](https://apiant.ai/connect/companyhub-to-google-sheets)
- [ **CompanyHub to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/companyhub-to-gmail)
- [ **CompanyHub to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/companyhub-to-google-calendar)

## More into HappyFox Chat

- [ **Google Sheets to HappyFox Chat** Google Sheets](https://apiant.ai/connect/google-sheets-to-happyfox-chat)
- [ **Gmail to HappyFox Chat** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-happyfox-chat)
- [ **Google Calendar to HappyFox Chat** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-happyfox-chat)
- [ **Google Drive to HappyFox Chat** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-happyfox-chat)
- [ **ActiveCampaign to HappyFox Chat** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-happyfox-chat)
- [ **Airtable to HappyFox Chat** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-happyfox-chat)

Questions

## CompanyHub and HappyFox Chat, answered

###

### What can start an automation from CompanyHub?

Any of CompanyHub's 6 triggers in the catalog, including New Company, New Contact, New Deal and New Record (Custom Table). Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in HappyFox Chat when something happens in CompanyHub?

Any of HappyFox Chat's 8 actions, including Get agent, Get department, List agents and List canned responses. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from HappyFox Chat to CompanyHub?

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

###

### Do I have to build a connector for CompanyHub or HappyFox Chat?

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 CompanyHub and HappyFox Chat 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.
