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Help Scout

Speed up your customer support by connecting Help Scout to your other business-critical tools. Here's how.

4 ways to automate Help Scout with Zapier

Want to keep everyone on your team on the same page when it comes to new conversations that are created in Help Scout? With Zapier, you can automatically send those conversations to any Slack channel you'd like for immediate notification and high visibility. 

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.

Triggers when a conversation is assigned to a specified user.

New Assigned Conversation

Triggers when a new conversation is created.

New Conversation

Triggers when a conversation is assigned to agent.

Conversation Assigned

Conversation Created

New Customer

Triggers when a new added mailbox is added.

New Mailbox

Triggers when conversation tags are updated.

Tags Updated

Triggers when a new Help Scout user is created.

New User

Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.

Find Conversation

Find Customer

Find Mailbox

Find User

Get a user's support metrics over a given time range.

Get Custom Report

Get a user's support metrics for the current day.

Get Day Report

Get a user's support metrics for the current week.

Get Week Report

Find or Create Conversation

Find or Create Customer

Add Note

Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

Create Conversation

Create a new conversation from a customer.

Create Conversation From Customer

Creates a new conversation to a customer from a Help Scout user.

Create Conversation to Customer

Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).

Create Customer

Replies to a conversation. Please note that this will send actual email to the customer unless `draft` flag is used.

Send Reply

Update Customer Properties

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Send Private Channel Message

Set Channel Topic

Update basic profile fields such as name or title

Update Profile

Sets your Slack status to the given text and emoji.

Set Status

Invite a new User to your Slack workspace. Uses legacy tokens.

Invite New User

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Get Slack notifications for new Help Scout conversations

Stay on top of your tickets with this integration. This Zap will automatically send a new message in a Microsoft Teams channel whenever there's a new Help Scout conversation.

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Microsoft Teams

Triggers when a new channel is created within a team.

Triggers when a member or highlight word is mentioned in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

New Channel Mention

Triggers when a new message is received in a chat.

New Chat Message

New Chat

Triggers when a new member is added to a team. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

New Team Member

Triggers when a new message is posted in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

New Channel Message

Triggers when a new reply is added to a message in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

New Reply to Message

Creates a new channel within a team. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

Creates a new one-on-one chat between you and a team member.

Create One-on-One Chat

Creates a new private channel within a team. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

Create Private Channel

Reply to Channel Message

Sends a message to a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

Send Chat Message

Sends a chat message to the Zapier bot. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.

Send Chat Message to Zapier Bot

Share new Help Scout conversations in Microsoft Teams

Stay on top of your customer support with this seamless workflow. When a new conversation is created in Help Scout, an email will be sent through Gmail, keeping you informed and ready to address any concerns. Increase your response time and ensure your customers feel heard with this efficient process.

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Create email notifications in Gmail for new Help Scout conversations

What gets measured, gets improved. Use this automation to share your customer support stats to your teammate, your manager, or to yourself every week. 

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Schedule by Zapier

Triggers at user-defined intervals (days, weeks, months)

Custom Frequency

Every Day

Every Hour

Triggers every month, on the day(s) selected.

Every Month

Triggers every week, on the day(s) selected.

Every Week

Post Help Scout stats weekly to Slack

Automatically start new Help Scout conversations to customers from webhooks. Set it up and Zapier can save you time by automatically generating new conversations in Help Scout when a hook is activated. You can create great customer service by contacting customers quickly with this automation that'll work with your in-house apps.

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Webhooks by Zapier

Retrieve Poll

Wait for a new POST, PUT, or GET to a Zapier URL.

Catch Hook

Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.

Catch Raw Hook

Fire off a custom request by providing raw details. Very flexible but unforgiving.

Custom Request

Fire off a single GET request with optional querystrings.

Fire off a single POST request as a form or JSON.

POST

Fire off a single PUT request as a form or JSON.

Turn Webhooks into new conversations in Help Scout

Streamline your customer support and project tracking with this powerful workflow. When a new conversation is initiated in Help Scout, an issue is promptly created in Jira Software Cloud. This allows you to promptly respond to customer inquiries and keeps both your support and development teams closely aligned. Improve information flow and boost efficiency in your organization by integrating your Help Scout and Jira Software Cloud operations.

Jira Software Cloud is a bug and issue tracking tool that allows software developers to manage product development. This integration connects to cloud-hosted instances of Jira.

Jira Software Cloud

New Issue

Triggers when a new issue is added that matches some JQL.

New Issue (Via JQL)

Triggers when an existing issue is updated.

Updated Issue

Triggers when a new comment is added to an issue.

New Comment

Triggers when a comment on an issue is updated.

Updated Comment

Find Component

Find Issue

Find Issue (Via JQL)

Find Issue by Key

Find Project

Finds an issue by summary or key. Optionally creates a new issue.

4 ways to automate Help Scout with Zapier

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