Help Scout + Jotform

Create Help Scout conversations from new Jotform submissions

Boost your customer support efficiency with this workflow. This automation initiates when you receive a new submission in Jotform, prompting a conversation to be created in Help Scout. Keep your team updated with real-time information and maximize your client servicing by responding to queries effectively and promptly.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
Trigger
Scheduled
Try It

- Conversation IDRequired
- TextRequired
- User
Action
Write
- 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
Action
Write

- CustomerRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
Action
Search
- User's EmailRequired
Action
Search
- SubjectRequired
- Mailbox
- Assigned User
- Tag
- StatusRequired
- Email
- Custom Query
- MailboxRequired
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread TypeRequired
- TextRequired
- Assigned User
- Cc
- Bcc
- Import OnlyRequired
- Trigger Auto Reply
Action
Search or write

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- SubjectRequired
- MailboxRequired
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread TypeRequired
- TextRequired
- StatusRequired
- Assigned User
- Tag
- Cc
- Bcc
- Import OnlyRequired
- Trigger Auto Reply
Action
Write
- ConversationRequired
- CustomerRequired
- TextRequired
- User
- Create as DraftRequired
Action
Write
- Subject
- Mailbox
- Assigned User
- Tag
- StatusRequired
- Email
- Custom Query
Action
Search
- NameRequired
Action
Search
- User's EmailRequired
- Date Range StartRequired
- Date Range EndRequired
Action
Search
- User's EmailRequired
Action
Search
- EmailRequired
- First NameRequired
- Last NameRequired
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Search or write

About Help Scout

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.

Learn more

Related categories

Customer Support

Similar apps

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

Related categories

Forms & Surveys

Help Scout + Jotform

Create Help Scout conversations from new Jotform submissions

New Submission

Assign Form

Invitation Message

Assignee Permission

Create Submission

Conversation Assigned

Assigned User

Tag

Status

Custom Fields

New Customer

Mailbox

Add Note

User

Create Customer

Email

Phone

Chat Handle

Social Profile

Website

Background

Organization

Location

Job Title

Address

Address

City

State / Province

Postal Code / ZIP Code

Country

Update Customer Properties

Find Customer

Find User

Get Day Report

Find or Create Conversation

Mailbox

Assigned User

Tag

Email

Custom Query

Customer Label

Customer ID

Customer's Email

From User

Assigned User

Cc

Bcc

Trigger Auto Reply

New Signed Document

Assign Prefilled Form

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Conversation Created

Assigned User

Tag

Status

Custom Fields

Tags Updated

Assigned User

Tag

Status

Custom Fields

Create Conversation

Customer Label

Customer ID

Customer's Email

From User

Assigned User

Tag

Cc

Bcc

Trigger Auto Reply