--- title: "Connect Help Scout and JotForm - APIANT.ai" description: "When \"New Conversation\" fires in Help Scout, your agent runs \"List Form Submissions\" in JotForm." canonical: "https://apiant.ai/connect/help-scout-to-jotform" --- # Connect Help Scout and JotForm When **New Conversation** fires in [Help Scout](https://apiant.ai/connections/help-scout), your agent runs **List Form Submissions** in [JotForm](https://apiant.ai/connections/jotform), or **New Form Submission** in JotForm to **Create Customer** in Help Scout. Describe the whole flow and it is built, tested on every scenario and kept running. Help Scout **4** triggers Help Scout **19** actions JotForm **2** triggers JotForm **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Help Scout and JotForm 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) JotForm collects the requests, surveys and intake details your customers fill in; Help Scout is where your team answers them. Connecting the two means a submission can create or update a customer record, and a new Help Scout conversation can pull the matching JotForm answers in as an internal note. The agent builds the flow, tests every scenario and keeps it running. Example flows ## What Help Scout and JotForm can do together ### From Help Scout to JotForm - When **New Conversation** in Help Scout then **List Form Submissions** in JotForm - When **New Customer** in Help Scout then **Add or Edit a Single Question Properties** in JotForm ### From JotForm to Help Scout - When **New Form Submission** in JotForm then **Create Customer** in Help Scout - When **New Form Submission** in JotForm then **Update Customer** in Help Scout 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 Help Scout and JotForm ## Triggers and actions 6 triggers · 40 actions - 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. - Trigger **New Form Submission** Polling trigger: fires when a new submission is received for the specified form. - Trigger **New Form Submission (instant)** Triggers instantly when someone submits the chosen form. - Action **Add or Edit a Single Question Properties** Add or edit a single question properties - Action **Add Submissions to the Form** Add Submissions to the Form - Action **Create or Replace Form** Create new forms - Action **Edit Submission Data** Edit Submission Data - Action **Get Details About a Question** Get Details About a Question - Action **Get Form** Get the details of a specific form. - Action **Get Form Files** List files uploaded to a form's submissions. - Action **Get Form Questions** Get a list of all questions on a form. - Action **Get History** Get History - Action **Get Label Resources** Get Label Resources - Action **Get Report Details** Get Report Details - Action **Get Submission** Get details of a specific submission. - Action **Get User Reports** Get User Reports - Action **List Account Submissions** List all submissions across all forms on the account. - Action **List Folders** Get a list of form folders on the account. - Action **List Form Reports** List all reports for a specific form. - Action **List Forms** List all forms on the account. - Action **List Form Submissions** List submissions for a specific form. - Action **Remove Resources from Label** Remove Resources from Label - Action **Replace Form Properties** Add or edit properties of a specific form - Action **Set Form Properties** Add or edit properties of a specific form ## Each app on its own - [ **Help Scout** Help Scout is a help desk and shared inbox platform for customer support teams.](https://apiant.ai/connections/help-scout) - [ **JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connections/jotform) Reviews ## What our customers say ## More from Help Scout - [ **Help Scout to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/help-scout-to-hubspot) - [ **Help Scout to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/help-scout-to-stripe) - [ **Help Scout to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/help-scout-to-jira) - [ **Help Scout to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/help-scout-to-zoom) - [ **Help Scout to SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/help-scout-to-sendgrid) - [ **Help Scout to Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/help-scout-to-klaviyo) ## More into JotForm - [ **HubSpot to JotForm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jotform) - [ **Mailchimp to JotForm** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-jotform) - [ **Shopify to JotForm** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-jotform) - [ **Pipedrive to JotForm** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-jotform) - [ **ActiveCampaign to JotForm** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-jotform) - [ **Asana to JotForm** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-jotform) Questions ## Help Scout and JotForm, answered ### ### Can the agent attach a customer's earlier form answers to a new Help Scout conversation? Yes. On a new conversation in Help Scout, the agent can list submissions for your JotForm form, match on the email address, and post the answers as an internal note thread on that conversation. ### ### What happens if the person who submitted the JotForm form is not in Help Scout yet? The agent can list customers in Help Scout by email first and only create a new customer record when no match comes back. If a record already exists, it can update that customer's profile fields instead. ### ### What can start an automation from Help Scout? Any of Help Scout's 4 triggers in the catalog, including New Conversation, New Customer, New User and New Mailbox. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in JotForm when something happens in Help Scout? Any of JotForm's 21 actions, including List Form Submissions, Create or Replace Form, Add or Edit a Single Question Properties and Add Submissions to the Form. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JotForm to Help Scout? Yes. When something happens in JotForm, your agent can act in Help Scout too. This page covers both directions: JotForm's triggers and Help Scout's actions are listed here as well. ### ### Do I have to build a connector for Help Scout or JotForm? 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 Help Scout and JotForm 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.