--- title: "Connect Helpwise and vPlan - APIANT.ai" description: "When \"Contact Is Created\" fires in Helpwise, your agent runs \"List cards\" in vPlan, or \"New or Changed Card\" in vPlan to \"Update contact\" in Helpwise." canonical: "https://apiant.ai/connect/helpwise-to-vplan" --- # Connect Helpwise and vPlan When **Contact Is Created** fires in [Helpwise](https://apiant.ai/connections/helpwise), your agent runs **List cards** in [vPlan](https://apiant.ai/connections/vplan), or **New or Changed Card** in vPlan 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 vPlan **2** triggers vPlan **6** 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 vPlan to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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) Helpwise holds the conversations with your customers, while vPlan holds the jobs your team is scheduled to deliver. Joining them means a planner changing a card or collection in vPlan can update the right Helpwise contact, and a new Helpwise contact can be matched against vPlan collections and resources. The agent builds the connection, tests every scenario and keeps it running. Example flows ## What Helpwise and vPlan can do together ### From Helpwise to vPlan - When **Contact Is Created** in Helpwise then **List cards** in vPlan - When **Contact Is Created** in Helpwise then **List users** in vPlan ### From vPlan to Helpwise - When **New or Changed Card** in vPlan then **Update contact** in Helpwise - When **New or Changed Collection** in vPlan 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 vPlan ## Triggers and actions 3 triggers · 10 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 or Changed Card** Triggers when a card is created or changed in your vPlan account. - Trigger **New or Changed Collection** Triggers when a collection is created or changed in vPlan. - Action **List boards** Returns the boards in your vPlan account. - Action **List cards** Returns the cards in your vPlan account. - Action **List collections** Returns the collections in your vPlan account. - Action **List resources** Returns the resources (people and equipment you plan) in your vPlan account. - Action **List users** Returns the users in your vPlan account. - Action **Update collection** Updates an existing vPlan collection's name, description, dates, status or board. ## 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) - [ **vPlan** vPlan is a planning tool to plan and track your work.](https://apiant.ai/connections/vplan) 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 vPlan - [ **Dub to vPlan** Dub is the open-source link management infrastructure for modern marketing teams.](https://apiant.ai/connect/dub-to-vplan) - [ **HubSpot to vPlan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vplan) - [ **Salesforce to vPlan** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vplan) - [ **Slack to vPlan** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vplan) - [ **Google Sheets to vPlan** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-vplan) - [ **Gmail to vPlan** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vplan) Questions ## Helpwise and vPlan, answered ### ### Can a change in vPlan write back to Helpwise? Yes. The New or Changed Card and New or Changed Collection triggers in vPlan can lead to Get contact, List contacts, List users or Update contact in Helpwise, so a planning change can update the contact record tied to that job. ### ### Can a new Helpwise contact create work in vPlan? Not a new card or collection, since vPlan only offers Update collection alongside its list actions. A new Helpwise contact can be matched against existing vPlan boards, cards, collections, resources and users, and an existing collection can be updated. ### ### 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 vPlan when something happens in Helpwise? Any of vPlan's 6 actions, including List collections, Update collection, List boards and List cards. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from vPlan to Helpwise? Yes. When something happens in vPlan, your agent can act in Helpwise too. This page covers both directions: vPlan's triggers and Helpwise's actions are listed here as well. ### ### Do I have to build a connector for Helpwise or vPlan? 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 Helpwise and vPlan 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.