Integration
Connect Help Scout and WhatConverts
When New Conversation fires in Help Scout, your agent runs Create Lead in WhatConverts, or New Lead in WhatConverts to Add Customer Email in Help Scout. 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 Help Scout and WhatConverts 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)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 Help Scout and WhatConverts can do together
From Help Scout to WhatConverts
When New Conversation in Help Scout
then Create Lead in WhatConverts
When New Customer in Help Scout
then Update Lead in WhatConverts
From WhatConverts to Help Scout
When New Lead in WhatConverts
then Add Customer Email in Help Scout
When Updated Lead in WhatConverts
then Create Customer in Help Scout
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 Help Scout and WhatConverts
Triggers and actions 6 triggers · 33 actions
Trigger
New ConversationPolls for newly created conversations across mailboxes.
Trigger
New CustomerPolls for newly created customers.
Trigger
New MailboxPolls for newly created mailboxes.
Trigger
New UserPolls for newly added users (team members).
Action
Add Customer EmailAdd an email address to a customer.
Action
Create CustomerCreate a new customer record.
Action
Create NoteAdd an internal note thread to a conversation.
Action
Create Thread (Reply)Add a reply thread to an existing conversation.
Action
Delete ConversationDelete a conversation by ID.
Action
Get ConversationRetrieve a single conversation by ID.
Action
Get CustomerRetrieve a single customer by ID.
Action
Get MailboxRetrieve a single mailbox by ID.
Action
Get UserRetrieve a single user by ID.
Action
List ConversationsList conversations, optionally filtered by mailbox, status, tag, or query.
Action
List Conversation ThreadsList all threads on a conversation.
Action
List CustomersList customers, optionally filtered by email, mailbox, or query.
Action
List MailboxesList all mailboxes in the account.
Action
List Mailbox FoldersList the folders within a mailbox.
Action
List TagsList all tags in the account.
Action
List UsersList all users (team members) in the account.
Action
Update ConversationUpdate a conversation's subject, status, mailbox, assignee, or owner via JSON Patch.
Action
Update Conversation TagsReplace the tags on a conversation.
Action
Update CustomerUpdate a customer's profile fields.
Trigger
New LeadTriggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts.
Trigger
Updated LeadTriggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes.
Action
Add accountCreates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key.
Action
Add profileCreates a new profile under a WhatConverts agency account.
Action
Create LeadCreates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead.
Action
Delete accountDeletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key.
Action
Delete profileDeletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key.
Action
Find LeadReturns one WhatConverts lead by its lead ID, including source, contact and call details.
Action
Get accountReturns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key.
Action
Get leadReturns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values.
Action
Get profileReturns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key.
Action
List accountsReturns the accounts in your WhatConverts agency, with each account's profiles.
Action
List profilesReturns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key.
Action
Update accountRenames an existing WhatConverts account (agency key required).
Action
Update LeadUpdates a WhatConverts lead's quotable status, quote value, sales value or lead URL.
Action
Update profileRenames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key.
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
More from Help Scout
Help Scout to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Help Scout to StripeStripe is a payment processing platform for online businesses.
Help Scout to JIRAAtlassian JIRA Cloud — issue tracking and project management.
Help Scout to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Help Scout to SendGridSendGrid by Twilio — email delivery and marketing platform.
Help Scout to KlaviyoKlaviyo is a marketing automation platform for email and SMS.
More into WhatConverts
HubSpot to WhatConvertsHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to WhatConvertsSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to WhatConvertsSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to WhatConvertsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to WhatConvertsGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to WhatConvertsGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Help Scout and WhatConverts, answered
What can start an automation from Help Scout?
Any of Help Scout's 4 triggers in the catalog, including New Conversation, New Customer, New Mailbox and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WhatConverts when something happens in Help Scout?
Any of WhatConverts's 14 actions, including Create Lead, Update account, Update Lead and Update profile. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WhatConverts to Help Scout?
Yes. When something happens in WhatConverts, your agent can act in Help Scout too. This page covers both directions: WhatConverts's triggers and Help Scout's actions are listed here as well.
Do I have to build a connector for Help Scout or WhatConverts?
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 Help Scout and WhatConverts 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.