Integration
Connect HelpCrunch and Perfex CRM
When Chat Assignee Updated fires in HelpCrunch, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Add Customer Event in HelpCrunch. Describe the whole flow 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 HelpCrunch and Perfex CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 HelpCrunch and Perfex CRM can do together
From HelpCrunch to Perfex CRM
When Chat Assignee Updated in HelpCrunch
then Create Customer in Perfex CRM
From Perfex CRM to HelpCrunch
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 HelpCrunch and Perfex CRM
Triggers and actions 17 triggers · 33 actions
- Chat Assignee Updated
Triggers when a HelpCrunch chat is assigned to a different agent.
- Chat Closed
Triggers when a HelpCrunch chat is closed.
- Chat Status Updated
Triggers when a HelpCrunch chat's status changes.
- Customer Email Updated
Triggers when a HelpCrunch customer's email changes.
- Customer Tags Updated
Triggers when a HelpCrunch customer's tags change.
- Customer Unsubscribed
Triggers when a HelpCrunch customer unsubscribes.
- New Chat Created
Triggers when a new chat is created in HelpCrunch.
- New Customer Created
Triggers when a new customer is created in HelpCrunch.
- Add Customer Event
Records a custom event against a HelpCrunch customer.
- Assign Chat
Assigns a HelpCrunch chat to an agent.
- Create Chat
Creates a HelpCrunch chat with a customer.
- Delete Customer
Deletes a HelpCrunch customer.
- Find Chats
Finds HelpCrunch chats whose field matches a value, such as the customer email or status.
- Find Customer
Finds HelpCrunch customers whose field matches a value, such as by email.
- Get Chat
Returns one HelpCrunch chat by ID.
- Get Customer
Returns one HelpCrunch customer by ID.
- Get Organization
Returns the HelpCrunch organization and whether the team is online.
- List Agents
Returns the agents in the HelpCrunch account.
- List Applications
Returns the HelpCrunch applications (website widget, mobile apps and messenger channels).
- List Chat Messages
Returns the messages of a HelpCrunch chat, newest first.
- List Departments
Returns the HelpCrunch departments and their agents.
- Send Message
Posts a message or private note into a HelpCrunch chat.
- Snooze Chat
Snoozes a HelpCrunch chat until a time.
- Tag Customer
Adds tags to a HelpCrunch customer; unknown tags are created.
- Untag Customer
Removes tags from a HelpCrunch customer.
- Update Chat Department
Moves a HelpCrunch chat to a department.
- Update Chat Status
Changes a HelpCrunch chat's status, such as closing it.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Contract
Creates a contract in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Estimate
Creates a estimate in Perfex CRM.
- Create Invoice
Creates an invoice for a customer in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Create Project
Creates a project in Perfex CRM.
- Create Proposal
Creates a proposal in Perfex CRM.
- Create Task
Creates a task in Perfex CRM.
- Create Ticket
Creates a support ticket in Perfex CRM.
- Create Timesheet
Creates a timesheet entry in Perfex CRM.
- Find contacts by keyword
Returns the Perfex CRM contacts whose name, email or phone match a keyword.
- Find invoices by keyword
Returns the invoices in Perfex CRM that match a search keyword.
- Find leads by keyword
Returns the leads whose details match a search keyword, such as a name, email or company.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
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
HelpCrunch and Perfex CRM, answered
What can start an automation from HelpCrunch?
Any of HelpCrunch's 8 triggers in the catalog, including Chat Assignee Updated, Chat Status Updated, Customer Email Updated and Customer Tags Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in HelpCrunch?
Any of Perfex CRM's 14 actions, including Create Contract, Create Customer, Create Estimate and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to HelpCrunch?
Yes. When something happens in Perfex CRM, your agent can act in HelpCrunch too. This page covers both directions: Perfex CRM's triggers and HelpCrunch's actions are listed here as well.
Do I have to build a connector for HelpCrunch or Perfex CRM?
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 HelpCrunch and Perfex CRM 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.