Any.do Personal + Help Scout
Create tasks in Any.do Personal for newly assigned Help Scout conversations
Stay organized and efficient with this seamless workflow between Help Scout and Any.do Personal. When a conversation is assigned in Help Scout, a new task will be created in Any.do Personal, ensuring you never miss an important customer request. Keep your to-do list up-to-date and always know what needs to be addressed, improving your customer support process.
Stay organized and efficient with this seamless workflow between Help Scout and Any.do Personal. When a conversation is assigned in Help Scout, a new task will be created in Any.do Personal, ensuring you never miss an important customer request. Keep your to-do list up-to-date and always know what needs to be addressed, improving your customer support 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
