--- title: "Connect Help Scout and Personio - APIANT.ai" description: "When \"New Conversation\" fires in Help Scout, your agent runs \"Add project\" in Personio." canonical: "https://apiant.ai/connect/help-scout-to-personio" --- # Connect Help Scout and Personio When **New Conversation** fires in [Help Scout](https://apiant.ai/connections/help-scout), your agent runs **Add project** in [Personio](https://apiant.ai/connections/personio), or **Employee Updated** in Personio 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 Personio **7** triggers Personio **20** 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 Personio 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 Personio can do together ### From Help Scout to Personio - When **New Conversation** in Help Scout then **Add project** in Personio - When **New Customer** in Help Scout then **Create Absence** in Personio ### From Personio to Help Scout - When **Employee Updated** in Personio then **Add Customer Email** in Help Scout - When **Employment Updated** in Personio 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 Personio ## Triggers and actions 11 triggers · 39 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 **Employee Updated** Triggers when an employee is updated. - Trigger **Employment Updated** Triggers when one or more Employment details of a Person are updated - Trigger **New Absence** Triggers when a new absence is created. - Trigger **New Candidate** Fires when a new recruiting candidate is added in Personio. - Trigger **New Employee** Triggers when a new employee is created. - Trigger **New Employment Created** Triggers when one or more Employment details of a Person are created - Trigger **New Open Position** Triggers when a new open position is created. - Action **Add project** /v2/projects - create a project. - Action **Create Absence** Creates a new absence. - Action **Create Attendance** Creates a new attendance. - Action **Create Employee** Creates a new employee. - Action **Delete absence** /v2/absence-periods/{id} - delete an absence period. - Action **Delete attendance** /v2/attendance-periods/{id} - delete an attendance period. - Action **Delete person** /v2/persons/{id} - delete a person. - Action **Find Absence** Finds an absence by employee ID. - Action **Find Employee** Finds a employee based on email. - Action **Find Person** Finds a person by their Personio ID, name, last name and email, optionally including their absence information. - Action **Get Employment** Retrieves one employment of a person by id: position, status, type, working hours, org units, cost centers, supervisor, office, legal entity, dates. - Action **List absence types** /v2/absence-types - list absence types. - Action **List Compensations** Lists compensations filtered by person.id and a start_date/end_date window; returns id, amount, interval, type, effective_from per record. - Action **List legal entities** /v2/legal-entities - list legal entities. - Action **List org units** /v2/org-units - list org units. - Action **List projects** /v2/projects - list projects. - Action **Update absence** /v2/absence-periods/{id} - update an absence period. - Action **Update Attendance** Updates an existing attendance. - Action **Update Employee** Updates an existing employee. - Action **Update Employment** updates an employment (position, department, office, weekly hours, status, etc.); requires personio:persons:write. Fires the employment.updated webhook. ## 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) - [ **Personio** Personio is a holistic HR software for companies from 10 - 2000 employees.](https://apiant.ai/connections/personio) 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 Personio - [ **Elixmail to Personio** Elixmail is a French AI email and CRM suite. Trigger on new contacts and deals; send emails and create...](https://apiant.ai/connect/elixmail-to-personio) - [ **HubSpot to Personio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-personio) - [ **Google Sheets to Personio** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-personio) - [ **Gmail to Personio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-personio) - [ **Google Calendar to Personio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-personio) - [ **Google Drive to Personio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-personio) Questions ## Help Scout and Personio, 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 Personio when something happens in Help Scout? Any of Personio's 20 actions, including Create Absence, Create Attendance, Create Employee and Update absence. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Personio to Help Scout? Yes. When something happens in Personio, your agent can act in Help Scout too. This page covers both directions: Personio's triggers and Help Scout's actions are listed here as well. ### ### Do I have to build a connector for Help Scout or Personio? 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 Personio 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.