--- title: "Connect Zendesk Messaging to LedgerBox - APIANT.ai" description: "When \"New Conversation Message\" fires in Zendesk Messaging, your agent runs \"Upload File\" in LedgerBox." canonical: "https://apiant.ai/connect/zendesk-messaging-to-ledgerbox" --- # Connect Zendesk Messaging to LedgerBox When **New Conversation Message** fires in [Zendesk Messaging](https://apiant.ai/connections/zendesk-messaging), your agent runs **Upload File** in [LedgerBox](https://apiant.ai/connections/ledgerbox). Describe the whole flow and it is built, tested on every scenario and kept running. Zendesk Messaging **1** trigger Zendesk Messaging **3** actions LedgerBox **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Zendesk Messaging and LedgerBox 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) Example flows ## What Zendesk Messaging can start in LedgerBox - When **New Conversation Message** in Zendesk Messaging then **Upload File** in LedgerBox - When **New Conversation Message** in Zendesk Messaging then **Find documents by search text** in LedgerBox 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 Zendesk Messaging and LedgerBox ## Triggers and actions 1 trigger · 7 actions - Trigger **New Conversation Message** Triggers instantly on every new message in a Zendesk messaging conversation, from the customer or from your business. Check "author_type": it is "user" for the customer's messages, so an automation that replies should only act on those. - Action **Find Conversation** Finds a customer's messaging conversation from their messaging ID. - Action **Get Conversation Messages** Returns the most recent messages in a messaging conversation, from both the customer and the business. - Action **Send Message** Sends a reply into a customer's messaging conversation as your business. - Action **Delete document** Deletes a document from the LedgerBox workspace by its ID. LedgerBox archives the document rather than erasing it immediately. - Action **Find documents by search text** Returns up to 50 documents in the LedgerBox workspace whose title or details match the search text, optionally narrowed by state or document type. - Action **Get Job Results** Retrieves the extracted records (the processing results) of a document LedgerBox has processed. - Action **Upload File** Uploads a file to your LedgerBox workspace and queues it for processing, returning the new document's id. ## Each app on its own - [ **Zendesk Messaging** Read and reply to customer conversations from Zendesk messaging (the Web Widget, mobile SDK and social...](https://apiant.ai/connections/zendesk-messaging) - [ **LedgerBox** LedgerBox is a tool to extract data from financial documents with AI](https://apiant.ai/connections/ledgerbox) Reviews ## What our customers say ## More from Zendesk Messaging - [ **Zendesk Messaging to Base64 Encoder/Decoder** Easily convert any file type to a Base64 encoded string and vice versa using our free online converter.](https://apiant.ai/connect/zendesk-messaging-to-base64-encoder-decoder) - [ **Zendesk Messaging to Microsoft Learn Catalog** Catalog API for Microsoft Learn training content, listing learning paths, modules, and certification exams.](https://apiant.ai/connect/zendesk-messaging-to-microsoft-learn-catalog) - [ **Zendesk Messaging to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zendesk-messaging-to-zoom) - [ **Zendesk Messaging to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zendesk-messaging-to-linkedin) - [ **Zendesk Messaging to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zendesk-messaging-to-facebook) - [ **Zendesk Messaging to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zendesk-messaging-to-anthropic) ## More into LedgerBox - [ **HubSpot to LedgerBox** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ledgerbox) - [ **Salesforce to LedgerBox** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ledgerbox) - [ **Slack to LedgerBox** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ledgerbox) - [ **Google Sheets to LedgerBox** Google Sheets](https://apiant.ai/connect/google-sheets-to-ledgerbox) - [ **Gmail to LedgerBox** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ledgerbox) - [ **Google Calendar to LedgerBox** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ledgerbox) Questions ## Zendesk Messaging and LedgerBox, answered ### ### What can start an automation from Zendesk Messaging? Any of Zendesk Messaging's 1 trigger in the catalog, including New Conversation Message. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LedgerBox when something happens in Zendesk Messaging? Any of LedgerBox's 4 actions, including Upload File, Find documents by search text, Get Job Results and Delete document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LedgerBox to Zendesk Messaging? LedgerBox has no triggers in the catalog today, so automations start in Zendesk Messaging. If you need the other direction, ask: your agent reads LedgerBox's API documentation and adds it. ### ### Do I have to build a connector for Zendesk Messaging or LedgerBox? 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 Zendesk Messaging and LedgerBox 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.