[ Customer support ]
Help Scout integration for your workflows.
Connect Help Scout to Collabase once and use 9 actions and 4 triggers in your workflows. No code needed, hosted in Switzerland.
Help Scout in Collabase
Connect Help Scout to Collabase once and use 9 actions and 4 triggers in your workflows. No code needed, hosted in Switzerland.
How to connect it
- Open the integrations in the workspace settings.
- Choose Help Scout and connect your account.
- Add a trigger or an action to the workflow.
- Click on your profile icon at the top right and select Your Profile.
- Go to My Apps and click on Create App.
- Provide App Name and use below redirect URL.
- Copy the App ID and App Secret, and provide them as the Client ID and Client Secret, respectively.
Help Scout triggers
| Name | Description | Fields |
|---|---|---|
| Conversation CreatedInstant via webhook | Triggers when a new conversation is started in a mailbox. |
|
| Conversation AssignedInstant via webhook | Triggers when a conversation is assigned to a user. |
|
| New CustomerInstant via webhook | Triggers when a new customer is added. | 0 |
| Tags UpdatedInstant via webhook | Triggers when tags on a conversation are modified. |
|
Help Scout actions
| Name | Description | Fields |
|---|---|---|
| Create Conversation | Start a new conversation. |
+ 6
|
| Send Reply | Sends a reply in an existing conversation. |
+ 2
|
| Add Note | Adds a note to a conversation. |
|
| Create Customer | Adds a new customer to Help Scout. |
+ 6
|
| Update Customer Properties | Updates customer's properties. |
|
| Find Conversation | Finds an existing conversation using provided filter. |
+ 1
|
| Find Customer | Finds a customer by email. | |
| Find User | Finds a user by email. | |
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Customer support ]
Related integrations
Tools that often share a workflow.
Questions about Help Scout
What can I automate with Help Scout in Collabase?
Help Scout brings 9 actions and 4 triggers, for example Create Conversation, Send Reply, Add Note, Create Customer and 5 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Help Scout to Collabase?
You open the integrations in the workspace settings, choose Help Scout and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.
Can Help Scout start a workflow?
Yes. Help Scout provides 4 triggers, for example Conversation Created, Conversation Assigned, New Customer and 1 more. The workflow runs as soon as the event happens.
Does the Help Scout integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.