Integration
Connect Freshdesk and Playbook Creative
When New Company fires in Freshdesk, your agent runs Create Asset in Playbook Creative, or Asset Added in Playbook Creative to Add Note to Ticket in Freshdesk. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Freshdesk and Playbook Creative to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Freshdesk and Playbook Creative can do together
From Freshdesk to Playbook Creative
When New Company in Freshdesk
then Create Asset in Playbook Creative
When New Contact in Freshdesk
then Create Board in Playbook Creative
From Playbook Creative to Freshdesk
When Asset Added in Playbook Creative
then Add Note to Ticket in Freshdesk
When Asset Updated in Board in Playbook Creative
then Create Contact in Freshdesk
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 Freshdesk and Playbook Creative
Triggers and actions 5 triggers · 39 actions
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New TicketTriggers when a new ticket is created.
Action
Add Note to TicketAdds a private or public note to a ticket.
Action
Create CompanyCreates a new company.
Action
Create ContactCreates a new contact.
Action
Create TicketCreates a new ticket in Freshdesk.
Action
Delete ContactDeletes a contact by ID.
Action
Delete TicketDeletes a ticket by ID.
Action
Get AgentRetrieves an agent by ID.
Action
Get CompanyRetrieves a company by ID.
Action
Get ContactRetrieves a contact by ID.
Action
Get TicketRetrieves a single ticket by ID.
Action
List AgentsLists all agents.
Action
List CompaniesLists companies.
Action
List ContactsLists contacts.
Action
List Ticket ConversationsLists all conversations (replies and notes) on a ticket.
Action
List TicketsLists tickets, most recently updated first.
Action
Reply to TicketAdds a public reply to a ticket conversation.
Action
Search ContactsSearches contacts using a Freshdesk query string.
Action
Search TicketsSearches tickets using a Freshdesk query string.
Action
Update CompanyUpdates a company by ID.
Action
Update ContactUpdates a contact by ID.
Action
Update TicketUpdates an existing ticket by ID.
Trigger
Asset AddedTriggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.
Trigger
Asset Updated in BoardTriggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.
Action
Create AssetCreates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.
Action
Create BoardCreates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.
Action
Create OrganizationCreates a new Playbook organization (workspace) with the given name and returns its id and slug.
Action
Delete assetDeletes an asset from a Playbook workspace.
Action
Delete boardDeletes a board from a Playbook workspace.
Action
Find AssetSearches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.
Action
Find BoardReturns the boards in a Playbook workspace whose title matches the text you search for.
Action
Get assetReturns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.
Action
Get boardReturns one Playbook board, including its title, description, asset count, published-page state and preview assets.
Action
List assetsReturns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.
Action
List boardsReturns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.
Action
List organizationsReturns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.
Action
List usersReturns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.
Action
Move AssetMoves one or more assets into a different board in a Playbook workspace.
Action
Update AssetUpdates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.
Action
Update Asset StatusSets the status of an asset in a Playbook workspace and returns the updated asset.
Action
Update asset tagsAdds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.
Action
Update boardUpdates a board's title, description, or parent board in a Playbook workspace and returns the updated board.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Freshdesk
Freshdesk to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Freshdesk to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Freshdesk to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Freshdesk to MailchimpMailchimp marketing automation and email platform.
Freshdesk to StripeStripe is a payment processing platform for online businesses.
Freshdesk to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Playbook Creative
HubSpot to Playbook CreativeHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Playbook CreativeGoogle Sheets
Gmail to Playbook CreativeGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Playbook CreativeGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Playbook CreativeGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Playbook CreativeMailchimp marketing automation and email platform.
Questions
Freshdesk and Playbook Creative, answered
What can start an automation from Freshdesk?
Any of Freshdesk's 3 triggers in the catalog, including New Company, New Contact and New Ticket. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Playbook Creative when something happens in Freshdesk?
Any of Playbook Creative's 18 actions, including Create Asset, Create Board, Create Organization and Update Asset. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Playbook Creative to Freshdesk?
Yes. When something happens in Playbook Creative, your agent can act in Freshdesk too. This page covers both directions: Playbook Creative's triggers and Freshdesk's actions are listed here as well.
Do I have to build a connector for Freshdesk or Playbook Creative?
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 Freshdesk and Playbook Creative 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.