--- title: "Connect Help Scout and Orderry - APIANT.ai" description: "When \"New Conversation\" fires in Help Scout, your agent runs \"Add Order Comment\" in Orderry." canonical: "https://apiant.ai/connect/help-scout-to-orderry" --- # Connect Help Scout and Orderry When **New Conversation** fires in [Help Scout](https://apiant.ai/connections/help-scout), your agent runs **Add Order Comment** in [Orderry](https://apiant.ai/connections/orderry), or **Ad Campaigns** in Orderry to **Add Customer Email** 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 Orderry **6** triggers Orderry **29** 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 Orderry 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 Help Scout and Orderry can do together ### From Help Scout to Orderry - When **New Conversation** in Help Scout then **Add Order Comment** in Orderry - When **New Customer** in Help Scout then **Add Task Comment** in Orderry ### From Orderry to Help Scout - When **Ad Campaigns** in Orderry then **Add Customer Email** in Help Scout - When **Clients List** in Orderry then **Create 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 Orderry ## Triggers and actions 10 triggers · 48 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 **Ad Campaigns** Triggers when a new ad campaign is added in Orderry. - Trigger **Clients List** Triggers when a new client is added in Orderry. - Trigger **Employees List** Triggers when a new employee is added to the Orderry account. - Trigger **Lead Types** Triggers when a new lead type is added to your Orderry account. - Trigger **Locations** Triggers when a new location (branch) is added to the Orderry account. - Trigger **Order Custom Fields** Triggers when a new custom field is defined for orders in Orderry. - Action **Add Booking Item** Adds a product or service line item to an existing booking. - Action **Add Order Comment** Adds a comment to an order in Orderry, optionally marked as private. - Action **Add Task Comment** Adds a comment to an existing task in Orderry, optionally marked as private. - Action **Changing Order Status** Changes the status of an Orderry order, optionally with a comment explaining the change. - Action **Create a Client** Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values. - Action **Create a Lead** Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details. - Action **Create an Order** Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee. - Action **Create an Order Item** Adds a product or service line item to an existing Orderry order. - Action **Create an Order or Estimate** Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values. - Action **Create a Payment** Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale. - Action **Create Booking** Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window. - Action **Create Product** Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details. - Action **Create Service** Creates a new service in your Orderry service catalog. - Action **Create Task** Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice. - Action **Create Update_booking** Updates an existing booking's location, status, assignee, client, schedule, resource or comment. - Action **Find Service** Finds catalog services by name, barcode or category and returns the matching services. - Action **Get Assets** Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner. - Action **Get Client by ID** Returns a single client record, including its contact details and custom field values, by its ID. - Action **Get Estimate** Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included. - Action **Get Estimate by Id** Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included. - Action **Get Lead** Returns a single lead by its ID, including contact details, status and custom field values. - Action **Get Orders** Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges. - Action **Get Task** Returns a single task by its ID. - Action **Search for Clients** Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records. - Action **Update an Order Item** Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee. - Action **Update an Order or Estimate** Updates an existing order estimate in Orderry, changing only the fields you fill in. - Action **Update_booking_item** Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking. - Action **Update Client** Updates an existing client (person) in Orderry. Only the fields you fill in are changed. - Action **Update Product** Updates an existing product in the Orderry catalog. Only the fields you fill in are changed. ## 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) - [ **Orderry** Orderry is a work order management system to process repair and service jobs online, from estimation to...](https://apiant.ai/connections/orderry) 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 Orderry - [ **HubSpot to Orderry** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-orderry) - [ **Google Sheets to Orderry** Google Sheets](https://apiant.ai/connect/google-sheets-to-orderry) - [ **Gmail to Orderry** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-orderry) - [ **Google Calendar to Orderry** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-orderry) - [ **Google Drive to Orderry** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-orderry) - [ **Mailchimp to Orderry** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-orderry) Questions ## Help Scout and Orderry, answered ### ### What can start an automation from Help Scout? Any of Help Scout's 4 triggers in the catalog, including New Conversation, New Customer, New Mailbox and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Orderry when something happens in Help Scout? Any of Orderry's 29 actions, including Create a Client, Create a Lead, Create an Order and Create an Order Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Orderry to Help Scout? Yes. When something happens in Orderry, your agent can act in Help Scout too. This page covers both directions: Orderry's triggers and Help Scout's actions are listed here as well. ### ### Do I have to build a connector for Help Scout or Orderry? 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 Orderry 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.