--- title: "Connect Help Scout and Uplup - APIANT.ai" description: "When \"New Conversation\" fires in Help Scout, your agent runs \"Add field\" in Uplup, or \"New Response\" in Uplup to \"Add Customer Email\" in Help Scout." canonical: "https://apiant.ai/connect/help-scout-to-uplup" --- # Connect Help Scout and Uplup When **New Conversation** fires in [Help Scout](https://apiant.ai/connections/help-scout), your agent runs **Add field** in [Uplup](https://apiant.ai/connections/uplup), or **New Response** in Uplup 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 Uplup **1** trigger Uplup **17** 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 Uplup 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 Uplup can do together ### From Help Scout to Uplup - When **New Conversation** in Help Scout then **Add field** in Uplup - When **New Customer** in Help Scout then **Add form** in Uplup ### From Uplup to Help Scout - When **New Response** in Uplup then **Add Customer Email** in Help Scout - When **New Response** in Uplup 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 Uplup ## Triggers and actions 5 triggers · 36 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 Response** Triggers when someone submits a response to a quiz or form in Uplup. Includes all answers, contact info, and quiz-specific data like score and result. - Action **Add field** Add a new field to a form at an optional position. - Action **Add form** Create a new form or quiz with optional fields, styling, and quiz settings. - Action **Add wheel** Create a new spinning wheel with customizable entries, settings, and appearance. - Action **Add wheel entries** Append one or more entries to a wheel without replacing the existing list. - Action **Delete field** Remove a field from the form. - Action **Delete form** Permanently delete a form and all associated data. - Action **Delete wheel** Permanently delete a wheel and all its associated data including spin history. - Action **Get form** Retrieve a single form with all its fields, pages, styling, and settings. - Action **Get wheel** Retrieve detailed information about a specific wheel including all entries and settings. - Action **List fields** Get all fields for a form, ordered by position. - Action **List forms** Return a paginated list of all forms and quizzes in the account. - Action **List submissions** Get paginated submissions for a form with optional filtering (limit, since). - Action **List wheels** Retrieve a paginated list of all wheels belonging to the account. - Action **Spin wheel** Programmatically spin a wheel and get a randomly selected winner; the spin is recorded to the wheel's results history. - Action **Update field** Update field properties; only provided fields are modified. - Action **Update form** Update form properties; only provided fields are modified. - Action **Update wheel** Update an existing wheel's title, entries, settings, and appearance. ## 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) - [ **Uplup** Uplup is a quiz and form builder for lead generation, assessments, and audience engagement with 40+ question...](https://apiant.ai/connections/uplup) 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 Uplup - [ **HubSpot to Uplup** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-uplup) - [ **Salesforce to Uplup** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-uplup) - [ **Slack to Uplup** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-uplup) - [ **Google Sheets to Uplup** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-uplup) - [ **Gmail to Uplup** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-uplup) - [ **Google Calendar to Uplup** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-uplup) Questions ## Help Scout and Uplup, 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 Uplup when something happens in Help Scout? Any of Uplup's 17 actions, including Update field, Update form, Update wheel and Add field. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Uplup to Help Scout? Yes. When something happens in Uplup, your agent can act in Help Scout too. This page covers both directions: Uplup's triggers and Help Scout's actions are listed here as well. ### ### Do I have to build a connector for Help Scout or Uplup? 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 Uplup 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.