Integration
Connect Help Scout and Pipeliner
When something happens in Help Scout or Pipeliner, your agent does the next thing in the other. Describe it 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 Help Scout and Pipeliner to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Help Scout and Pipeliner can do together
From Help Scout to Pipeliner
When New Conversation in Help Scout
then Add account in Pipeliner
From Pipeliner to 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 Pipeliner
Triggers and actions 9 triggers · 35 actions
- New Conversation
Polls for newly created conversations across mailboxes.
- New Customer
Polls for newly created customers.
- New Mailbox
Polls for newly created mailboxes.
- New User
Polls for newly added users (team members).
- Add Customer Email
Add an email address to a customer.
- Create Customer
Create a new customer record.
- Create Note
Add an internal note thread to a conversation.
- Create Thread (Reply)
Add a reply thread to an existing conversation.
- Delete Conversation
Delete a conversation by ID.
- Get Customer
Retrieve a single customer by ID.
- Get Mailbox
Retrieve a single mailbox by ID.
- List Conversations
List conversations, optionally filtered by mailbox, status, tag, or query.
- List Conversation Threads
List all threads on a conversation.
- List Customers
List customers, optionally filtered by email, mailbox, or query.
- List Mailboxes
List all mailboxes in the account.
- List Mailbox Folders
List the folders within a mailbox.
- List Tags
List all tags in the account.
- List Users
List all users (team members) in the account.
- Update Conversation
Update a conversation's subject, status, mailbox, assignee, or owner via JSON Patch.
- Update Conversation Tags
Replace the tags on a conversation.
- Update Customer
Update a customer's profile fields.
- New account
Fires when a new Account is created in Pipeliner.
- New contact
Fires when a new Contact is created in Pipeliner.
- New lead
Fires when a new Lead is created in Pipeliner.
- New opportunity
Fires when a new Opportunity is created in Pipeliner.
- Updated opportunity
Fires when an Opportunity is updated in Pipeliner.
- Add account
Adds a new account
- Add contact
Create a new Contact record.
- Add lead
Create a new Lead record.
- Add note
Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.
- Add opportunity
Create a new Opportunity record.
- Add product
Create a new Product record.
- Delete account
Deletes a Pipeliner account by its id.
- Delete contact
Remove Contact with given id.
- Find accounts by name
Returns up to 30 accounts whose name matches the specified name.
- Find contacts by email
Returns up to 30 contacts whose primary email matches the specified email.
- Get account
Retrieves a single account by its id.
- Get contact
Return Contact with given id.
- Get lead
Return Lead with given id.
- Get opportunity
Return Opportunity with given id.
- Update account
Update an existing Account record.
- Update contact
Update an existing Contact record.
- Update lead
Update an existing Lead record.
- Update opportunity
Update an existing Opportunity record.
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
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Questions
Help Scout and Pipeliner, 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 Pipeliner when something happens in Help Scout?
Any of Pipeliner's 18 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipeliner to Help Scout?
Yes. When something happens in Pipeliner, your agent can act in Help Scout too. This page covers both directions: Pipeliner's triggers and Help Scout's actions are listed here as well.
Do I have to build a connector for Help Scout or Pipeliner?
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.
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.