Help Scout + Todoist
Assign new Help Scout conversations and create corresponding tasks in Todoist
Manage your customer queries more effectively with this workflow. When a conversation is assigned in Help Scout, a corresponding task will be created in Todoist, ensuring that you never drop the ball on a customer question. You'll be able to stay organized and respond to customer inquiries in a timely and efficient manner. This automation between Help Scout and Todoist simplifies your customer service process.
Manage your customer queries more effectively with this workflow. When a conversation is assigned in Help Scout, a corresponding task will be created in Todoist, ensuring that you never drop the ball on a customer question. You'll be able to stay organized and respond to customer inquiries in a timely and efficient manner. This automation between Help Scout and Todoist simplifies your customer service process.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Create Task
Creates a new task.
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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
