Create to-dos in Basecamp 3 when new conversations are created in Help Scout
Keep track of your Help Scout conversations with this handy workflow. Whenever a new conversation is created in Help Scout, a corresponding to-do is generated in Basecamp 3, ensuring you always stay on top of customer queries. This efficient process saves time and boosts your customer service levels. Never let any conversation slip through the cracks with this seamless integration.
Keep track of your Help Scout conversations with this handy workflow. Whenever a new conversation is created in Help Scout, a corresponding to-do is generated in Basecamp 3, ensuring you always stay on top of customer queries. This efficient process saves time and boosts your customer service levels. Never let any conversation slip through the cracks with this seamless integration.
- When this happens...Conversation Created
Triggers when a new conversation is created.
- automatically do this!Create To-Do
Triggers when a new to-do is created in a to-do list.
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MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
First NameRequired
Last NameRequired
Email
Phone
Chat Handle
Social Profile
Website
Background
Organization
Location
Job Title
Address
Address
City
State / Province
Postal Code / ZIP Code
Country
MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItSubjectRequired
MailboxRequired
Customer Label
Customer ID
Customer's Email
From User
Thread TypeRequired
TextRequired
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
Trigger Auto Reply
ConversationRequired
CustomerRequired
TextRequired
User
Create as DraftRequired