Integration
Connect HelpCrunch and Salesforce
When Chat Assignee Updated fires in HelpCrunch, your agent runs Create object record in Salesforce, or New object record in Salesforce 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 Salesforce 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 Salesforce can do together
From HelpCrunch to Salesforce
When Chat Assignee Updated in HelpCrunch
then Create object record in Salesforce
From Salesforce 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 Salesforce
Triggers and actions 10 triggers · 28 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 object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
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
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Questions
HelpCrunch and Salesforce, 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 Salesforce when something happens in HelpCrunch?
Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to HelpCrunch?
Yes. When something happens in Salesforce, your agent can act in HelpCrunch too. This page covers both directions: Salesforce's triggers and HelpCrunch's actions are listed here as well.
Do I have to build a connector for HelpCrunch or Salesforce?
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 Salesforce 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.