# Connect Helpwise to Autype When **Contact Is Created** fires in [Helpwise](https://apiant.ai/connections/helpwise), your agent runs **Add file** in [Autype](https://apiant.ai/connections/autype). Describe the whole flow and it is built, tested on every scenario and kept running. Helpwise **1** trigger Helpwise **4** actions Autype **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Helpwise and Autype to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Helpwise can start in Autype - When **Contact Is Created** in Helpwise then **Add file** in Autype - When **Contact Is Created** in Helpwise then **Extract document data** in Autype 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 Helpwise and Autype ## Triggers and actions 1 trigger · 11 actions - Trigger **Contact Is Created** Triggers when new contact is created - Action **Get contact** Get a contact by id. - Action **List contacts** List contacts. - Action **List users** List users. - Action **Update contact** Update a contact. - Action **Add file** Uploads a PDF, DOCX, ODT, PNG or JPEG file (up to 50 MB) to Autype so it can be used by Autype's file tools such as Merge PDF or Convert DOCX to PDF. Uploaded files expire after 60 minutes. - Action **Convert DOCX to PDF** Starts a conversion of an uploaded DOCX file to PDF (or to DOCX/ODT) and returns the conversion job. - Action **Delete file** Deletes a tool file from Autype storage. The file is removed immediately. - Action **Extract document data** Extracts structured data from an uploaded document using a field schema you define, waits up to 40 seconds for the extraction job to finish, and returns the extracted values. - Action **List files** Lists all non-expired tool files (uploads and tool outputs) in the organization. - Action **List projects** Lists the projects in your Autype organization, oldest first. - Action **Merge PDF** Merges 2 to 20 uploaded PDF files into a single PDF, in the order given. Starts a merge job; the merged file is available once the job completes. ## Each app on its own - [ **Helpwise** Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a...](https://apiant.ai/connections/helpwise) - [ **Autype** Document automation platform that generates versioned PDF/DOCX documents from Markdown, JSON, or templates...](https://apiant.ai/connections/autype) Reviews ## What our customers say ## More from Helpwise - [ **Helpwise to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/helpwise-to-hubspot) - [ **Helpwise to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/helpwise-to-salesforce) - [ **Helpwise to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/helpwise-to-slack) - [ **Helpwise to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/helpwise-to-mailchimp) - [ **Helpwise to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/helpwise-to-stripe) - [ **Helpwise to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/helpwise-to-shopify) ## More into Autype - [ **HubSpot to Autype** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-autype) - [ **Salesforce to Autype** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-autype) - [ **Slack to Autype** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-autype) - [ **Google Sheets to Autype** Google Sheets](https://apiant.ai/connect/google-sheets-to-autype) - [ **Gmail to Autype** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-autype) - [ **Google Calendar to Autype** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-autype) Questions ## Helpwise and Autype, answered ### ### What can start an automation from Helpwise? Any of Helpwise's 1 trigger in the catalog, including Contact Is Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Autype when something happens in Helpwise? Any of Autype's 7 actions, including Add file, Convert DOCX to PDF, Extract document data and List files. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Autype to Helpwise? Autype has no triggers in the catalog today, so automations start in Helpwise. If you need the other direction, ask: your agent reads Autype's API documentation and adds it. ### ### Do I have to build a connector for Helpwise or Autype? 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.