Integration
Connect HelpCrunch and Sally
When Chat Assignee Updated fires in HelpCrunch, your agent runs Create Task in Sally, or New Recording in Sally 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 Sally 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 Sally can do together
From HelpCrunch to Sally
When Chat Assignee Updated in HelpCrunch
then Create Task in Sally
When Chat Status Updated in HelpCrunch
then Update Task in Sally
From Sally to HelpCrunch
When New Recording in Sally
then Add Customer Event in HelpCrunch
When New Summary for Appointment Created in Sally
then Send Message in 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 Sally
Triggers and actions 11 triggers · 34 actions
Trigger
Chat Assignee UpdatedTriggers when a HelpCrunch chat is assigned to a different agent.
Trigger
Chat ClosedTriggers when a HelpCrunch chat is closed.
Trigger
Chat Status UpdatedTriggers when a HelpCrunch chat's status changes.
Trigger
Customer Email UpdatedTriggers when a HelpCrunch customer's email changes.
Trigger
Customer Tags UpdatedTriggers when a HelpCrunch customer's tags change.
Trigger
Customer UnsubscribedTriggers when a HelpCrunch customer unsubscribes.
Trigger
New Chat CreatedTriggers when a new chat is created in HelpCrunch.
Trigger
New Customer CreatedTriggers when a new customer is created in HelpCrunch.
Action
Add Customer EventRecords a custom event against a HelpCrunch customer.
Action
Assign ChatAssigns a HelpCrunch chat to an agent.
Action
Create ChatCreates a HelpCrunch chat with a customer.
Action
Delete CustomerDeletes a HelpCrunch customer.
Action
Find ChatsFinds HelpCrunch chats whose field matches a value, such as the customer email or status.
Action
Find CustomerFinds HelpCrunch customers whose field matches a value, such as by email.
Action
Get ChatReturns one HelpCrunch chat by ID.
Action
Get CustomerReturns one HelpCrunch customer by ID.
Action
Get OrganizationReturns the HelpCrunch organization and whether the team is online.
Action
List AgentsReturns the agents in the HelpCrunch account.
Action
List ApplicationsReturns the HelpCrunch applications (website widget, mobile apps and messenger channels).
Action
List Chat MessagesReturns the messages of a HelpCrunch chat, newest first.
Action
List DepartmentsReturns the HelpCrunch departments and their agents.
Action
Send MessagePosts a message or private note into a HelpCrunch chat.
Action
Snooze ChatSnoozes a HelpCrunch chat until a time.
Action
Tag CustomerAdds tags to a HelpCrunch customer; unknown tags are created.
Action
Untag CustomerRemoves tags from a HelpCrunch customer.
Action
Update Chat DepartmentMoves a HelpCrunch chat to a department.
Action
Update Chat StatusChanges a HelpCrunch chat's status, such as closing it.
Trigger
New RecordingTriggers when a new recording appears in a Sally directory.
Trigger
New Summary for Appointment CreatedTriggers when Sally finishes a new meeting summary.
Trigger
New TaskTriggers when a new task is created in a Sally directory.
Action
Create Recording from URLCreates a Sally recording from an audio or video file URL and starts transcription.
Action
Create TagCreates a tag in the Sally tag catalog (admins and owners only).
Action
Create TaskCreates a task in Sally.
Action
Create Vocabulary EntryAdds a vocabulary phrase that improves Sally transcription.
Action
Delete TaskDeletes a Sally task.
Action
Find SummariesSearches Sally recording summaries by words in their content.
Action
Find TasksSearches Sally tasks by text.
Action
Get RecordingReturns one Sally recording by id.
Action
Get Recording TranscriptReturns the transcript of a Sally recording with its time-coded segments and speakers.
Action
Get SummaryReturns one Sally recording summary with its sections.
Action
Get TaskReturns one Sally task by id.
Action
List DirectoriesReturns the Sally company accounts (directories) your token can access.
Action
List Recording SummariesReturns the AI summaries of a Sally recording, one per language.
Action
Toggle Task DoneMarks a Sally task done, or reopens it.
Action
Update TaskUpdates the fields you supply on a Sally task.
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
More from HelpCrunch
HelpCrunch to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
HelpCrunch to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
HelpCrunch to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
HelpCrunch to MailchimpMailchimp marketing automation and email platform.
HelpCrunch to StripeStripe is a payment processing platform for online businesses.
HelpCrunch to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Sally
HubSpot to SallyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SallySalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SallyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SallyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SallyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SallyGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
HelpCrunch and Sally, 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 Sally when something happens in HelpCrunch?
Any of Sally's 15 actions, including Create Recording from URL, Create Tag, Create Task and Create Vocabulary Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sally to HelpCrunch?
Yes. When something happens in Sally, your agent can act in HelpCrunch too. This page covers both directions: Sally's triggers and HelpCrunch's actions are listed here as well.
Do I have to build a connector for HelpCrunch or Sally?
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 Sally 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.