# Connect Helpwise to Polydoc When **Contact Is Created** fires in [Helpwise](https://apiant.ai/connections/helpwise), your agent runs **Convert to PDF** in [Polydoc](https://apiant.ai/connections/polydoc). Describe the whole flow and it is built, tested on every scenario and kept running. Helpwise **1** trigger Helpwise **4** actions Polydoc **2** 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 Polydoc 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 Polydoc - When **Contact Is Created** in Helpwise then **Convert to PDF** in Polydoc - When **Contact Is Created** in Helpwise then **Convert to screenshot** in Polydoc 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 Polydoc ## Triggers and actions 1 trigger · 6 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 **Convert to PDF** Converts a web page URL, raw HTML, or a PolyDoc template into a PDF document. - Action **Convert to screenshot** Captures a screenshot image of a web page, raw HTML, or a saved PolyDoc template and returns the image as base64, or delivers it to your webhook or cloud storage. ## 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) - [ **Polydoc** REST API that converts HTML or URLs into PDFs or screenshots, for invoices, reports, tickets, and...](https://apiant.ai/connections/polydoc) 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 Polydoc - [ **HubSpot to Polydoc** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-polydoc) - [ **Salesforce to Polydoc** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-polydoc) - [ **Slack to Polydoc** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-polydoc) - [ **Google Sheets to Polydoc** Google Sheets](https://apiant.ai/connect/google-sheets-to-polydoc) - [ **Gmail to Polydoc** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-polydoc) - [ **Google Calendar to Polydoc** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-polydoc) Questions ## Helpwise and Polydoc, 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 Polydoc when something happens in Helpwise? Any of Polydoc's 2 actions, including Convert to PDF and Convert to screenshot. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Polydoc to Helpwise? Polydoc has no triggers in the catalog today, so automations start in Helpwise. If you need the other direction, ask: your agent reads Polydoc's API documentation and adds it. ### ### Do I have to build a connector for Helpwise or Polydoc? 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.