# Connect Helpwise and Salesforce

When **Contact Is Created** fires in [Helpwise](https://apiant.ai/connections/helpwise), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Update contact** in Helpwise. Describe the whole flow and it is built, tested on every scenario and kept running.

Helpwise **1** trigger Helpwise **4** actions Salesforce **2** triggers Salesforce **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 Helpwise and Salesforce 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 and Salesforce can do together

### From Helpwise to Salesforce

- When **Contact Is Created** in Helpwise then **Create object record** in Salesforce
- When **Contact Is Created** in Helpwise then **Find most recent created or updated record** in Salesforce

### From Salesforce to Helpwise

- When **New object record** in Salesforce then **Update contact** in Helpwise
- When **New or updated object record** in Salesforce then **Get contact** in Helpwise

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 Salesforce

## Triggers and actions 3 triggers · 13 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.

- Trigger

**New object record**

Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.

- Trigger

**New or updated object record**

Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.

- Action

**Create object record**

Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.

- Action

**Delete object record**

Deletes an existing SObject record by object type and record ID.

- Action

**Describe object**

Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.

- Action

**Find most recent created or updated record**

Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).

- Action

**Find object records**

Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.

- Action

**Get object record**

Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.

- Action

**List objects**

Lists all available SObject types (standard and custom) on the org.

- Action

**SOQL query**

Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.

- Action

**Update object record**

Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).

## 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)
- [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce)

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 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)
- [ **Helpwise to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/helpwise-to-quickbooks-online)

## More into Salesforce

- [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce)
- [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce)
- [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce)
- [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce)
- [ **QuickBooks Online to Salesforce** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce)
- [ **Pipedrive to Salesforce** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-salesforce)

Questions

## Helpwise and Salesforce, 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 Salesforce when something happens in Helpwise?

Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Salesforce to Helpwise?

Yes. When something happens in Salesforce, your agent can act in Helpwise too. This page covers both directions: Salesforce's triggers and Helpwise's actions are listed here as well.

###

### Do I have to build a connector for Helpwise or Salesforce?

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.