Integration
Connect HelpSpot and Sansan
When New Request fires in HelpSpot, your agent runs Find Business Cards in Sansan, or New Business Card in Sansan to Create a New Request in HelpSpot. 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 HelpSpot and Sansan 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)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 HelpSpot and Sansan can do together
From HelpSpot to Sansan
When New Request in HelpSpot
then Find Business Cards in Sansan
When Update in HelpSpot
then Get Business Card in Sansan
From Sansan to HelpSpot
When New Business Card in Sansan
then Create a New Request in HelpSpot
When New Business Card in Sansan
then Update an Existing Request in HelpSpot
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 Sansan
Triggers and actions 3 triggers · 12 actions
Trigger
New RequestTriggers when a new request is created.
Trigger
UpdateTriggers when a request is updated.
Action
Create a New RequestCreates a new request. Please note that one of the following is required; first name, last name, user id, email, or phone.
Action
Get requestGet one request by xRequest id.
Action
List categoriesList request categories.
Action
Update an Existing RequestUpdates a request. Please note that xRequest id is required.
Trigger
New Business CardTriggers when a business card is scanned or registered, excluding cards you cannot access.
Action
Find Business CardsSearches business cards by company name, person name, email, phone or tag.
Action
Find TagsReturns the tags assigned to a business card, excluding tags you cannot access.
Action
Get Business CardReturns one business card by its ID.
Action
Get Current UserReturns the Sansan user who owns the API key.
Action
Get PersonReturns a person and their latest business card by person ID.
Action
List departmentsReturns the departments in your company's Sansan organization. Requires a system administrator API key.
Action
List reportsReturns the activity reports (meetings, calls, emails, card exchanges) updated within a time range.
Action
List TagsReturns the tags you can access.
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 HelpSpot
HelpSpot to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
HelpSpot to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
HelpSpot to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
HelpSpot to MailchimpMailchimp marketing automation and email platform.
HelpSpot to StripeStripe is a payment processing platform for online businesses.
HelpSpot to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Sansan
HubSpot to SansanHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SansanSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SansanGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SansanGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SansanGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SansanGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
HelpSpot and Sansan, 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 Sansan when something happens in HelpSpot?
Any of Sansan's 8 actions, including Find Business Cards, Find Tags, Get Business Card and Get Current User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sansan to HelpSpot?
Yes. When something happens in Sansan, your agent can act in HelpSpot too. This page covers both directions: Sansan's triggers and HelpSpot's actions are listed here as well.
Do I have to build a connector for HelpSpot or Sansan?
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 Sansan 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.