--- title: "Connect Help Scout and vPlan - APIANT.ai" description: "When \"New Conversation\" fires in Help Scout, your agent runs \"List cards\" in vPlan, or \"New or Changed Card\" in vPlan to \"Add Customer Email\" in Help Scout." canonical: "https://apiant.ai/connect/help-scout-to-vplan" --- # Connect Help Scout and vPlan When **New Conversation** fires in [Help Scout](https://apiant.ai/connections/help-scout), your agent runs **List cards** in [vPlan](https://apiant.ai/connections/vplan), or **New or Changed Card** in vPlan 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 vPlan **2** triggers vPlan **6** 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 vPlan 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 vPlan can do together ### From Help Scout to vPlan - When **New Conversation** in Help Scout then **List cards** in vPlan - When **New Customer** in Help Scout then **List users** in vPlan ### From vPlan to Help Scout - When **New or Changed Card** in vPlan then **Add Customer Email** in Help Scout - When **New or Changed Collection** in vPlan 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 vPlan ## Triggers and actions 6 triggers · 25 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 or Changed Card** Triggers when a card is created or changed in your vPlan account. - Trigger **New or Changed Collection** Triggers when a collection is created or changed in vPlan. - Action **List boards** Returns the boards in your vPlan account. - Action **List cards** Returns the cards in your vPlan account. - Action **List collections** Returns the collections in your vPlan account. - Action **List resources** Returns the resources (people and equipment you plan) in your vPlan account. - Action **List users** Returns the users in your vPlan account. - Action **Update collection** Updates an existing vPlan collection's name, description, dates, status or board. ## 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) - [ **vPlan** vPlan is a planning tool to plan and track your work.](https://apiant.ai/connections/vplan) 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 vPlan - [ **HubSpot to vPlan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vplan) - [ **Salesforce to vPlan** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vplan) - [ **Slack to vPlan** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vplan) - [ **Google Sheets to vPlan** Google Sheets](https://apiant.ai/connect/google-sheets-to-vplan) - [ **Gmail to vPlan** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vplan) - [ **Google Calendar to vPlan** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vplan) Questions ## Help Scout and vPlan, 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 vPlan when something happens in Help Scout? Any of vPlan's 6 actions, including Update collection, List boards, List cards and List collections. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from vPlan to Help Scout? Yes. When something happens in vPlan, your agent can act in Help Scout too. This page covers both directions: vPlan's triggers and Help Scout's actions are listed here as well. ### ### Do I have to build a connector for Help Scout or vPlan? 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 vPlan 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.