Integration
Connect HelpDesk and TouchBasePro
When New Message in a Ticket fires in HelpDesk, your agent runs Send Smart Email in TouchBasePro, or New Subscriber in TouchBasePro to Add Followers to Ticket in HelpDesk. 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 HelpDesk and TouchBasePro 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 HelpDesk and TouchBasePro can do together
From HelpDesk to TouchBasePro
When New Message in a Ticket in HelpDesk
then Send Smart Email in TouchBasePro
When New Ticket in HelpDesk
then Add List in TouchBasePro
From TouchBasePro to HelpDesk
When New Subscriber in TouchBasePro
then Add Followers to Ticket in HelpDesk
When Updated Subscriber in TouchBasePro
then Add Tags to Ticket in HelpDesk
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 TouchBasePro
Triggers and actions 5 triggers · 26 actions
Trigger
New Message in a TicketTrigger
New TicketAction
Add Canned ResponseCreate a new canned response.
Action
Add Followers to TicketAction
Add Tags to TicketAction
Create TicketAction
Create Upload TransactionAction
Delete Canned ResponseDelete a canned response by ID.
Action
Delete TicketDelete a ticket by ID.
Action
Find TicketsAction
Get AgentRetrieve a single agent by ID.
Action
Get Canned ResponseRetrieve a single canned response by ID.
Action
Get TeamRetrieve a single team by ID.
Action
Get TicketRetrieve a single ticket by ID.
Action
List AgentsList all agents.
Action
List Canned ResponsesList all canned responses.
Action
List TeamsList all teams.
Action
Update AgentUpdate an existing agent by ID.
Action
Update Canned ResponseUpdate an existing canned response by ID.
Action
Update TeamUpdate an existing team by ID.
Action
Update Ticket / Send ReplyAction
Upload Attachment During TransactionTrigger
New SubscriberTriggers when a new subscriber is added to a list.
Trigger
Unsubscribed SubscriberTriggers when a subscriber unsubscribes from a list.
Trigger
Updated SubscriberTriggers when an active subscriber on a list is added or has their details changed.
Action
Add ListCreates a new subscriber list in your TouchBasePro account and returns its list id.
Action
Add SubscriberAdds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it.
Action
Get SubscriberReturns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data.
Action
Send Smart EmailSends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status.
Action
Unsubscribe SubscriberUnsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it.
Action
Update SubscriberUpdates an existing subscriber on a list, including their email address, name, custom field values and tracking consent.
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
HelpDesk and TouchBasePro, 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 TouchBasePro when something happens in HelpDesk?
Any of TouchBasePro's 6 actions, including Send Smart Email, Update Subscriber, Add List and Add Subscriber. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TouchBasePro to HelpDesk?
Yes. When something happens in TouchBasePro, your agent can act in HelpDesk too. This page covers both directions: TouchBasePro's triggers and HelpDesk's actions are listed here as well.
Do I have to build a connector for HelpDesk or TouchBasePro?
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.