Integration
Connect Help Scout to Workiz
When something happens in Help Scout, your agent does the next thing in Workiz. 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 Workiz 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 can start in Workiz
When New Conversation in Help Scout
then Add payment to job in Workiz
When New Customer in Help Scout
then Create Job in Workiz
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 Workiz
Triggers and actions 4 triggers · 28 actions
Trigger
New ConversationPolls for newly created conversations across mailboxes.
Trigger
New CustomerPolls for newly created customers.
Trigger
New MailboxPolls for newly created mailboxes.
Trigger
New UserPolls for newly added users (team members).
Action
Add Customer EmailAdd an email address to a customer.
Action
Create CustomerCreate a new customer record.
Action
Create NoteAdd an internal note thread to a conversation.
Action
Create Thread (Reply)Add a reply thread to an existing conversation.
Action
Delete ConversationDelete a conversation by ID.
Action
Get CustomerRetrieve a single customer by ID.
Action
Get MailboxRetrieve a single mailbox by ID.
Action
List ConversationsList conversations, optionally filtered by mailbox, status, tag, or query.
Action
List Conversation ThreadsList all threads on a conversation.
Action
List CustomersList customers, optionally filtered by email, mailbox, or query.
Action
List MailboxesList all mailboxes in the account.
Action
List Mailbox FoldersList the folders within a mailbox.
Action
List TagsList all tags in the account.
Action
List UsersList all users (team members) in the account.
Action
Update ConversationUpdate a conversation's subject, status, mailbox, assignee, or owner via JSON Patch.
Action
Update Conversation TagsReplace the tags on a conversation.
Action
Update CustomerUpdate a customer's profile fields.
Action
Add payment to jobAdd a payment record to a job.
Action
Convert lead to jobConvert an existing lead into a job.
Action
Create JobSchedules a new job in your Workiz account.
Action
Create LeadSchedules a new lead in your Workiz account.
Action
Get JobFetch a single job's details by UUID.
Action
Get LeadFetch a single lead's details by UUID.
Action
List JobsFetch a filtered list of jobs.
Action
List LeadsFetch a filtered list of leads.
Action
List team membersLists the active team members in the Workiz account.
Action
Update JobUpdate an existing job's information.
Action
Update LeadUpdate an existing lead's information.
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 Workiz, 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 Workiz when something happens in Help Scout?
Any of Workiz's 11 actions, including Create Job, Create Lead, Update Job and Update Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Workiz to Help Scout?
Workiz has no triggers in the catalog today, so automations start in Help Scout. If you need the other direction, ask: your agent reads Workiz's API documentation and adds it.
Do I have to build a connector for Help Scout or Workiz?
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.