--- title: "Connect Heartbeat and Help Scout - APIANT.ai" description: "When \"Course Completed\" fires in Heartbeat, your agent runs \"Add Customer Email\" in Help Scout." canonical: "https://apiant.ai/connect/heartbeat-to-help-scout" --- # Connect Heartbeat and Help Scout When **Course Completed** fires in [Heartbeat](https://apiant.ai/connections/heartbeat), your agent runs **Add Customer Email** in [Help Scout](https://apiant.ai/connections/help-scout), or **New Conversation** in Help Scout to **Create Event** in Heartbeat. Describe the whole flow and it is built, tested on every scenario and kept running. Heartbeat **4** triggers Heartbeat **6** actions Help Scout **4** triggers Help Scout **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Heartbeat and Help Scout 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 Heartbeat and Help Scout can do together ### From Heartbeat to Help Scout - When **Course Completed** in Heartbeat then **Add Customer Email** in Help Scout - When **New Event** in Heartbeat then **Create Customer** in Help Scout ### From Help Scout to Heartbeat - When **New Conversation** in Help Scout then **Create Event** in Heartbeat - When **New Customer** in Help Scout then **Deactivate User** in Heartbeat 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 Heartbeat and Help Scout ## Triggers and actions 8 triggers · 25 actions - Trigger **Abandoned Invitation Link** Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account. - Trigger **Course Completed** Triggers when a user completes a course. - Trigger **New Event** Triggers when a new event is created. - Trigger **New Event RSVP** Triggers when someone RSVPs to an event. - Action **Create Event** Creates an event in a Heartbeat community and optionally invites people or groups. - Action **Create Group** Creates a group in a Heartbeat community, optionally nested under another group and seeded with members. - Action **Create Thread** Posts a new thread in a Heartbeat channel. - Action **Deactivate User** Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place. - Action **List Channels** Returns all channels in the Heartbeat community, with each channel's name, emoji and type. - Action **List Threads** Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time. - Trigger **New Conversation** Polls for newly created conversations across mailboxes. - Trigger **New Customer** Polls for newly created customers. - Trigger **New Mailbox** Polls for newly created mailboxes. - Trigger **New User** Polls for newly added users (team members). - Action **Add Customer Email** Add an email address to a customer. - Action **Create Customer** Create a new customer record. - Action **Create Note** Add an internal note thread to a conversation. - Action **Create Thread (Reply)** Add a reply thread to an existing conversation. - Action **Delete Conversation** Delete a conversation by ID. - Action **Get Conversation** Retrieve a single conversation by ID. - Action **Get Customer** Retrieve a single customer by ID. - Action **Get Mailbox** Retrieve a single mailbox by ID. - Action **Get User** Retrieve a single user by ID. - Action **List Conversations** List conversations, optionally filtered by mailbox, status, tag, or query. - Action **List Conversation Threads** List all threads on a conversation. - Action **List Customers** List customers, optionally filtered by email, mailbox, or query. - Action **List Mailboxes** List all mailboxes in the account. - Action **List Mailbox Folders** List the folders within a mailbox. - Action **List Tags** List all tags in the account. - Action **List Users** List all users (team members) in the account. - Action **Update Conversation** Update a conversation's subject, status, mailbox, assignee, or owner via JSON Patch. - Action **Update Conversation Tags** Replace the tags on a conversation. - Action **Update Customer** Update a customer's profile fields. ## Each app on its own - [ **Heartbeat** Heartbeat is a platform for online communities, where members can talk with each other, read content, and...](https://apiant.ai/connections/heartbeat) - [ **Help Scout** Help Scout is a help desk and shared inbox platform for customer support teams.](https://apiant.ai/connections/help-scout) Reviews ## What our customers say ## More from Heartbeat - [ **Heartbeat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/heartbeat-to-hubspot) - [ **Heartbeat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/heartbeat-to-salesforce) - [ **Heartbeat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/heartbeat-to-slack) - [ **Heartbeat to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/heartbeat-to-mailchimp) - [ **Heartbeat to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/heartbeat-to-stripe) - [ **Heartbeat to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/heartbeat-to-shopify) ## More into Help Scout - [ **ActiveCampaign to Help Scout** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-help-scout) - [ **Beanstalk to Help Scout** Beanstalk is a code hosting and deployment workflow tool for Git and Subversion.](https://apiant.ai/connect/beanstalk-to-help-scout) - [ **BigML to Help Scout** BigML is a machine learning platform for building, evaluating, and running predictive models.](https://apiant.ai/connect/bigml-to-help-scout) - [ **Caspio to Help Scout** Caspio is a low-code database platform for building online database applications.](https://apiant.ai/connect/caspio-to-help-scout) - [ **Cliniko to Help Scout** Cliniko is a practice management platform — manage patients, appointments, invoices, contacts, and...](https://apiant.ai/connect/cliniko-to-help-scout) - [ **CNBC to Help Scout** Get the latest business news, stock market, financial and earnings stories from CNBC's public RSS feeds.](https://apiant.ai/connect/cnbc-to-help-scout) Questions ## Heartbeat and Help Scout, answered ### ### What can start an automation from Heartbeat? Any of Heartbeat's 4 triggers in the catalog, including Course Completed, New Event, New Event RSVP and Abandoned Invitation Link. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Help Scout when something happens in Heartbeat? Any of Help Scout's 19 actions, including Create Customer, Create Note, Create Thread (Reply) and Update Conversation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Help Scout to Heartbeat? Yes. When something happens in Help Scout, your agent can act in Heartbeat too. This page covers both directions: Help Scout's triggers and Heartbeat's actions are listed here as well. ### ### Do I have to build a connector for Heartbeat or Help Scout? 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 Heartbeat and Help Scout 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.