--- title: "Connect HelpDesk to Tallyfy - APIANT.ai" description: "When \"New Message in a Ticket\" fires in HelpDesk, your agent runs \"Create Task\" in Tallyfy." canonical: "https://apiant.ai/connect/helpdesk-to-tallyfy" --- # Connect HelpDesk to Tallyfy When **New Message in a Ticket** fires in [HelpDesk](https://apiant.ai/connections/helpdesk), your agent runs **Create Task** in [Tallyfy](https://apiant.ai/connections/tallyfy). Describe the whole flow and it is built, tested on every scenario and kept running. HelpDesk **2** triggers HelpDesk **20** actions Tallyfy **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want HelpDesk and Tallyfy 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 HelpDesk can start in Tallyfy - When **New Message in a Ticket** in HelpDesk then **Create Task** in Tallyfy - When **New Ticket** in HelpDesk then **Update Task Properties** in Tallyfy 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 HelpDesk and Tallyfy ## Triggers and actions 2 triggers · 34 actions - Trigger **New Message in a Ticket** - Trigger **New Ticket** - Action **Add Canned Response** Create a new canned response. - Action **Add Followers to Ticket** - Action **Add Tags to Ticket** - Action **Create Ticket** - Action **Create Upload Transaction** - Action **Delete Canned Response** Delete a canned response by ID. - Action **Delete Ticket** Delete a ticket by ID. - Action **Find Tickets** - Action **Get Agent** Retrieve a single agent by ID. - Action **Get Canned Response** Retrieve a single canned response by ID. - Action **Get Team** Retrieve a single team by ID. - Action **Get Ticket** Retrieve a single ticket by ID. - Action **List Agents** List all agents. - Action **List Canned Responses** List all canned responses. - Action **List Teams** List all teams. - Action **Update Agent** Update an existing agent by ID. - Action **Update Canned Response** Update an existing canned response by ID. - Action **Update Team** Update an existing team by ID. - Action **Update Ticket / Send Reply** - Action **Upload Attachment During Transaction** - Action **Add Comment** Adds a comment to a Tallyfy task. Comments support HTML formatting. - Action **Change Task Assignees** Replaces who is assigned to a task inside a Tallyfy process: members, guests and groups. - Action **Change Task Deadline** Changes the deadline of a task inside a Tallyfy process. - Action **Complete Task** Marks a task inside a Tallyfy process as completed. - Action **Create Blueprint** - Action **Create Group** Create a new group for task assignment - Action **Create Guest** Create a new guest user (external participant) - Action **Create Task** Creates a standalone task. - Action **Find Process Task** Finds tasks in processes launched from a template, matching the given template step and search text. - Action **Get Member** Fetches a member of your organization by ID, including their name, email, role and status. An error occurs if the member is not found. - Action **Get Task** Fetches a task by ID, including its status, assignees, deadline, form data and comments. An error occurs if the task is not found. - Action **Invite Member** Invites a new member to your Tallyfy organization by email. - Action **Launch Process** Launches (starts) a new process in Tallyfy from a template. - Action **Update Task Properties** Updates the properties of a task inside a Tallyfy process: title, summary, status, deadline, start date, assignees, form-field values and visibility options. Only the fields you fill in are changed. ## Each app on its own - [ **HelpDesk** HelpDesk is a ticketing software for effortless customer support](https://apiant.ai/connections/helpdesk) - [ **Tallyfy** Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.](https://apiant.ai/connections/tallyfy) Reviews ## What our customers say ## More from HelpDesk - [ **HelpDesk to Geocode.xyz** Geocode.xyz is a worldwide geocoding service.](https://apiant.ai/connect/helpdesk-to-geocode-xyz) - [ **HelpDesk to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/helpdesk-to-linkedin) - [ **HelpDesk to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/helpdesk-to-facebook) - [ **HelpDesk to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/helpdesk-to-anthropic) - [ **HelpDesk to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/helpdesk-to-supabase) - [ **HelpDesk to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/helpdesk-to-elevenlabs) ## More into Tallyfy - [ **HubSpot to Tallyfy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tallyfy) - [ **Salesforce to Tallyfy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tallyfy) - [ **Slack to Tallyfy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tallyfy) - [ **Google Sheets to Tallyfy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tallyfy) - [ **Gmail to Tallyfy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tallyfy) - [ **Google Calendar to Tallyfy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tallyfy) Questions ## HelpDesk and Tallyfy, answered ### ### What can start an automation from HelpDesk? Any of HelpDesk's 2 triggers in the catalog, including New Message in a Ticket and New Ticket. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Tallyfy when something happens in HelpDesk? Any of Tallyfy's 14 actions, including Create Blueprint, Create Group, Create Guest and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tallyfy to HelpDesk? Tallyfy has no triggers in the catalog today, so automations start in HelpDesk. If you need the other direction, ask: your agent reads Tallyfy's API documentation and adds it. ### ### Do I have to build a connector for HelpDesk or Tallyfy? 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 HelpDesk and Tallyfy 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.