Help Scout + LiquidPlanner Classic
Create LiquidPlanner Classic tasks from assigned Help Scout conversations
Work together and collaborate on new tasks with this automation. Set it up, and each time a new conversation is assigned in Help Scout, Zapier will create a new task in LiquidPlanner Classic. Create a stronger team and provide great customer service when you combine Help Scout and LiquidPlanner Classic.
Work together and collaborate on new tasks with this automation. Set it up, and each time a new conversation is assigned in Help Scout, Zapier will create a new task in LiquidPlanner Classic. Create a stronger team and provide great customer service when you combine Help Scout and LiquidPlanner Classic.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Create a Task
Create a new task in Liquid Planner.
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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
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.
Related categories
About LiquidPlanner Classic
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
