--- title: "Connect HelpSpot to Klipfolio - APIANT.ai" description: "When \"New Request\" fires in HelpSpot, your agent runs \"List Users\" in Klipfolio." canonical: "https://apiant.ai/connect/helpspot-to-klipfolio" --- # Connect HelpSpot to Klipfolio When **New Request** fires in [HelpSpot](https://apiant.ai/connections/helpspot), your agent runs **List Users** in [Klipfolio](https://apiant.ai/connections/klipfolio). Describe the whole flow and it is built, tested on every scenario and kept running. HelpSpot **2** triggers HelpSpot **4** actions Klipfolio **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want HelpSpot and Klipfolio 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 HelpSpot can start in Klipfolio - When **New Request** in HelpSpot then **List Users** in Klipfolio - When **Update** in HelpSpot then **Update Data Source** in Klipfolio 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 HelpSpot and Klipfolio ## Triggers and actions 2 triggers · 13 actions - Trigger **New Request** Triggers when a new request is created. - Trigger **Update** Triggers when a request is updated. - Action **Create a New Request** Creates a new request. Please note that one of the following is required; first name, last name, user id, email, or phone. - Action **Get request** Get one request by xRequest id. - Action **List categories** List request categories. - Action **Update an Existing Request** Updates a request. Please note that xRequest id is required. - Action **Delete Data Source** Deletes a Klipfolio data source by ID. - Action **Get Data Source** Get the details for a specific Klipfolio data source by id. - Action **Get Data Source Instance Data** Retrieves the data held by a Klipfolio data source instance. - Action **Get Klip** Fetches a Klip by ID. An error occurs if the Klip is not found. - Action **List Data Sources** Returns all data sources the connected user can access. - Action **List Klips** Returns the Klips you can access, optionally narrowed to one data source or one client account. - Action **List Users** Returns all users in the company or client account. - Action **Refresh Data Source** Queue one or more Klipfolio data sources for refresh. - Action **Update Data Source** Replace data in a data source in Klipfolio. ## Each app on its own - [ **HelpSpot** HelpSpot is a web based help desk software tool, making it easy for teams of all sizes to provide amazing...](https://apiant.ai/connections/helpspot) - [ **Klipfolio** Klipfolio makes it easy and affordable to build and share real-time dashboards.](https://apiant.ai/connections/klipfolio) Reviews ## What our customers say ## More from HelpSpot - [ **HelpSpot to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/helpspot-to-hubspot) - [ **HelpSpot to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/helpspot-to-salesforce) - [ **HelpSpot to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/helpspot-to-slack) - [ **HelpSpot to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/helpspot-to-mailchimp) - [ **HelpSpot to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/helpspot-to-stripe) - [ **HelpSpot to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/helpspot-to-shopify) ## More into Klipfolio - [ **HubSpot to Klipfolio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-klipfolio) - [ **Salesforce to Klipfolio** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-klipfolio) - [ **Slack to Klipfolio** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-klipfolio) - [ **Google Sheets to Klipfolio** Google Sheets](https://apiant.ai/connect/google-sheets-to-klipfolio) - [ **Gmail to Klipfolio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-klipfolio) - [ **Google Calendar to Klipfolio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-klipfolio) Questions ## HelpSpot and Klipfolio, answered ### ### What can start an automation from HelpSpot? Any of HelpSpot's 2 triggers in the catalog, including New Request and Update. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Klipfolio when something happens in HelpSpot? Any of Klipfolio's 9 actions, including Update Data Source, Get Data Source, Get Data Source Instance Data and Get Klip. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Klipfolio to HelpSpot? Klipfolio has no triggers in the catalog today, so automations start in HelpSpot. If you need the other direction, ask: your agent reads Klipfolio's API documentation and adds it. ### ### Do I have to build a connector for HelpSpot or Klipfolio? 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 HelpSpot and Klipfolio 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.