Integration
Connect Helpwise to Dynamics 365
When Contact Is Created fires in Helpwise, your agent runs Dynamicscrm Create Contact in Dynamics 365. 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 Helpwise and Dynamics 365 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 Helpwise can start in Dynamics 365
When Contact Is Created in Helpwise
then Dynamicscrm Create Contact in Dynamics 365
When Contact Is Created in Helpwise
then Dynamics365 Get All Invoices Action in Dynamics 365
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 Dynamics 365
Triggers and actions 1 trigger · 20 actions
Trigger
Contact Is CreatedTriggers when new contact is created
Action
Get contactGet a contact by id.
Action
List contactsList contacts.
Action
List usersList users.
Action
Update contactUpdate a contact.
Action
Dynamics365 Get All Invoices ActionGet all invoices action
Action
Dynamicscrm Create AccountCreates a new account entity record in dynamics crm using the web api.
Action
Dynamicscrm Create CaseCreates a new case (incident) entity record in dynamics crm using the web api.
Action
Dynamicscrm Create ContactCreates a new contact entity record in dynamics crm using the web api.
Action
Dynamicscrm Create InvoiceCreates a new invoice entity record in dynamics crm using the web api.
Action
Dynamicscrm Create LeadCreates a new lead entity record in dynamics crm using the web api.
Action
Dynamicscrm Create OpportunityCreates a new opportunity entity record in dynamics crm using the web api.
Action
Dynamicscrm Create Sales OrderCreates a new sales order entity record in dynamics crm using the web api.
Action
Dynamicscrm Get A InvoiceDynamicscrm get a invoice
Action
Dynamicscrm Get A LeadDynamicscrm get a lead
Action
Dynamicscrm Get All LeadsDynamicscrm get all leads
Action
Dynamicscrm Update CaseUpdates an existing case (incident) entity record in dynamics crm using the web api.
Action
Dynamicscrm Update InvoiceUpdates an existing invoice entity record in dynamics crm using the web api.
Action
Dynamicscrm Update LeadUpdates an existing lead entity record in dynamics crm using the web api.
Action
Dynamicscrm Update OpportunityUpdates an existing opportunity entity record in dynamics crm using the web api.
Action
Dynamicscrm Update Sales OrderUpdates an existing sales order entity record in dynamics crm using the web api.
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 Helpwise
Helpwise to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Helpwise to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Helpwise to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Helpwise to MailchimpMailchimp marketing automation and email platform.
Helpwise to StripeStripe is a payment processing platform for online businesses.
Helpwise to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Dynamics 365
HubSpot to Dynamics 365HubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Dynamics 365Salesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Dynamics 365Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Dynamics 365Google Sheets
Gmail to Dynamics 365Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Dynamics 365Google Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Helpwise and Dynamics 365, 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 Dynamics 365 when something happens in Helpwise?
Any of Dynamics 365's 16 actions, including Dynamics365 Get All Invoices Action, Dynamicscrm Create Account, Dynamicscrm Create Case and Dynamicscrm Create Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dynamics 365 to Helpwise?
Dynamics 365 has no triggers in the catalog today, so automations start in Helpwise. If you need the other direction, ask: your agent reads Dynamics 365's API documentation and adds it.
Do I have to build a connector for Helpwise or Dynamics 365?
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.