--- title: "Connect Help Scout and ProAbono - APIANT.ai" description: "When \"New Conversation\" fires in Help Scout, your agent runs \"Create a Line in the Customer Balance \" in ProAbono." canonical: "https://apiant.ai/connect/help-scout-to-proabono" --- # Connect Help Scout and ProAbono When **New Conversation** fires in [Help Scout](https://apiant.ai/connections/help-scout), your agent runs **Create a Line in the Customer Balance **in [ProAbono](https://apiant.ai/connections/proabono), or **Event(s) Related to a Customer** in ProAbono 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 ProAbono **1** trigger ProAbono **13** 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 ProAbono 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 ProAbono can do together ### From Help Scout to ProAbono - When **New Conversation** in Help Scout then **Create a Line in the Customer Balance **in ProAbono - When **New Customer** in Help Scout then **Create or Update a Customer** in ProAbono ### From ProAbono to Help Scout - When **Event(s) Related to a Customer** in ProAbono then **Create Customer** in Help Scout - When **Event(s) Related to a Customer** in ProAbono 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 ProAbono ## Triggers and actions 5 triggers · 32 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 **Event(s) Related to a Customer** Triggers when a customer is created or updated in ProAbono (name, email, status, language or other customer details change). - Action **Anonymize a Customer** Anonymizes a customer in ProAbono, clearing their personal details such as name and email. Returns the anonymized customer. - Action **Bill a Customer** Invoices a customer's current balance right away instead of waiting for the next billing cycle, optionally adding a note to the invoice. - Action **Create a Line in the Customer Balance** Adds a one-time debit or credit line to a customer's balance in ProAbono. The line is invoiced with the customer's next billing. - Action **Create or Update a Customer** Creates a customer in ProAbono, or updates the existing customer that has the same customer reference. Returns the customer record with its customer-portal links. - Action **Get invoice** Returns a single ProAbono invoice by its ID, including its number, state, amounts, customer and links to view or pay it. - Action **List customers** Returns the customers in your ProAbono account, optionally only those in one segment or those with an active subscription that includes a given feature. - Action **Retrieve a Customer** Returns a customer by your own customer reference, including their status, segment, metadata and customer portal links. - Action **Retrieve Billing Address of a Customer** Returns the billing address of a customer, looked up by your own customer reference. - Action **Retrieve Full Invoice (PDF)** Returns a full invoice by its ID, including its amounts, status and a link to download the invoice PDF. - Action **Retrieve Payment Settings of a Customer** Returns a customer's payment settings: payment type, billing mode, grey-list status, invoice note and next billing date. - Action **Suspend a Customer** Suspends a customer so they can no longer access the customer portal, download invoices, use their payment method or receive emails. Returns the updated customer. - Action **Update Billing Address of a Customer** Sets or updates the billing address of a ProAbono customer, and returns the saved address. - Action **Update Payment Settings of a Customer** Updates a customer's payment settings in ProAbono, such as a manual payment method, billing mode, next billing date or the note shown on their invoices, and returns the saved settings. ## 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) - [ **ProAbono** Subscription Billing Made Easy. Subscription Billing As-a-Service, for the New Generation of Services.](https://apiant.ai/connections/proabono) 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 ProAbono - [ **HubSpot to ProAbono** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-proabono) - [ **Google Sheets to ProAbono** Google Sheets](https://apiant.ai/connect/google-sheets-to-proabono) - [ **Gmail to ProAbono** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-proabono) - [ **Google Calendar to ProAbono** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-proabono) - [ **Google Drive to ProAbono** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-proabono) - [ **Mailchimp to ProAbono** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-proabono) Questions ## Help Scout and ProAbono, 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 ProAbono when something happens in Help Scout? Any of ProAbono's 13 actions, including Create a Line in the Customer Balance, Create or Update a Customer, Update Billing Address of a Customer and Update Payment Settings of a Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ProAbono to Help Scout? Yes. When something happens in ProAbono, your agent can act in Help Scout too. This page covers both directions: ProAbono's triggers and Help Scout's actions are listed here as well. ### ### Do I have to build a connector for Help Scout or ProAbono? 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 ProAbono 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.