Integration
Connect Mojo Helpdesk and Perfex CRM
When New Ticket fires in Mojo Helpdesk, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Add Comment to Ticket in Mojo Helpdesk. 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 Mojo Helpdesk and Perfex CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Mojo Helpdesk and Perfex CRM can do together
From Mojo Helpdesk to Perfex CRM
When New Ticket in Mojo Helpdesk
then Create Customer in Perfex CRM
From Perfex CRM to Mojo Helpdesk
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 Mojo Helpdesk and Perfex CRM
Triggers and actions 13 triggers · 37 actions
- New Ticket
Triggers when a new ticket is created in Mojo Helpdesk.
- New Ticket With Due On
Triggers when a new Mojo Helpdesk ticket that has a due date is created.
- New Ticket With Scheduled On
Triggers when a new Mojo Helpdesk ticket that has a scheduled date is created.
- New User
Triggers when a new user is created in Mojo Helpdesk.
- Add asset
Creates a new asset in Mojo Helpdesk Asset Management and returns the created asset.
- Add Comment to Ticket
Adds a public comment to a Mojo Helpdesk ticket.
- Add Staff Note to Ticket
Adds an internal staff-only note to a Mojo Helpdesk ticket.
- Add Tag to Ticket
Adds a tag to a Mojo Helpdesk ticket, creating the tag if it does not exist.
- Add task to ticket
Creates a task on a ticket, with optional notes, due date, assignee and completion status.
- Create Ticket
Creates a new ticket in Mojo Helpdesk and returns it.
- Create User
Creates a new user in Mojo Helpdesk.
- Delete ticket
Permanently deletes a ticket, including its comments and attachments.
- Delete user
Permanently deletes a user from Mojo Helpdesk. This cannot be undone.
- Find assets by criteria
Returns the assets that match a search query, such as a name, tag, serial number, location or assigned user.
- Find User by Email
Finds a Mojo Helpdesk user by email address.
- Get asset
Returns the details of a single asset, including its status, location, assigned users and attached files.
- Get Ticket
Returns one Mojo Helpdesk ticket by its ID, including title, description, status, priority and assignee.
- Get User
Returns one Mojo Helpdesk user by ID.
- List comments
Returns the comments on a Mojo Helpdesk ticket, including staff notes.
- List ticket queues
Returns the ticket queues in your Mojo Helpdesk account, with each queue's id, name and email settings.
- List tickets
Returns the tickets in your Mojo Helpdesk, sorted by the field and order you choose.
- List users
Returns the users (end users and agents) in your Mojo Helpdesk account.
- Remove tag from ticket
Removes a tag from a ticket, identified by the tag's ID or label, and returns the ticket's remaining tags.
- Search Tickets
Finds Mojo Helpdesk tickets matching a search query (same syntax as the web app's advanced search).
- Update asset
Updates an existing asset in Mojo Helpdesk, changing only the fields you supply.
- Update Ticket
Updates an existing Mojo Helpdesk ticket; only the fields you supply change.
- Update User
Updates a Mojo Helpdesk user's details; only the fields you supply change (email cannot be changed here).
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Contract
Creates a contract in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Estimate
Creates a estimate in Perfex CRM.
- Create Invoice
Creates an invoice for a customer in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Create Project
Creates a project in Perfex CRM.
- Create Proposal
Creates a proposal in Perfex CRM.
- Create Task
Creates a task in Perfex CRM.
- Create Ticket
Creates a support ticket in Perfex CRM.
- Create Timesheet
Creates a timesheet entry in Perfex CRM.
- Find contacts by keyword
Returns the Perfex CRM contacts whose name, email or phone match a keyword.
- Find invoices by keyword
Returns the invoices in Perfex CRM that match a search keyword.
- Find leads by keyword
Returns the leads whose details match a search keyword, such as a name, email or company.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
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
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Questions
Mojo Helpdesk and Perfex CRM, answered
What can start an automation from Mojo Helpdesk?
Any of Mojo Helpdesk's 4 triggers in the catalog, including New Ticket, New Ticket With Due On, New Ticket With Scheduled On and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in Mojo Helpdesk?
Any of Perfex CRM's 14 actions, including Create Contract, Create Customer, Create Estimate and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Mojo Helpdesk?
Yes. When something happens in Perfex CRM, your agent can act in Mojo Helpdesk too. This page covers both directions: Perfex CRM's triggers and Mojo Helpdesk's actions are listed here as well.
Do I have to build a connector for Mojo Helpdesk or Perfex CRM?
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 Mojo Helpdesk and Perfex CRM 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.