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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Help Scout with CardClan - no code necessary. See how you can get setup in minutes.

100%
Help
Help Scout logo
Help Scout
Help Scout logo
Help Scout
1. Choose trigger event
CardClan logo
CardClan
CardClan logo
CardClan
2. Choose action
Help Scout logo
1. Select the event
Setup
Test
Help Scout logo
Help Scout
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Conversation Assigned" from Help Scout.

Add your action

An action happens after the trigger—such as "Send a Card" in CardClan.

You’re connected!

Zapier seamlessly connects Help Scout and CardClan, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Help Scout to CardClan integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Help Scout and CardClan to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Mailbox
      Required
    • Assigned User
    • Tag
    • Status
    • Custom Fields
    Trigger
    Instant
    Try It
    • Mailbox
      Required
    Trigger
    Polling
    Try It
    • Conversation ID
      Required
    • Text
      Required
    • Assigned User
      Required
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Email
      Required
    • Phone
    • Chat Handle
    • Social Profile
    • Website
    • Background
    • Organization
    • Location
    • Job Title
    • Address
    • Address
    • City
    • State / Province
    • Postal Code / ZIP Code
    • Country
    Action
    Write
    • Mailbox
      Required
    • Assigned User
    • Tag
    • Status
    • Custom Fields
    Trigger
    Instant
    Try It
    • Mailbox
      Required
    • Assigned User
    • Tag
    • Status
    • Custom Fields
    Trigger
    Instant
    Try It
    • Subject
      Required
    • Mailbox
      Required
    • Customer Label
    • Customer ID
    • Customer's Email
    • From User
    • Thread Type
      Required
    • Text
      Required
    • Status
    • Assigned User
    • Tag
    • Cc
    • Bcc
    • Import Only
      Required
    • Trigger Auto Reply
    Action
    Write
    • Conversation ID
      Required
    • Customer ID
    • Text
      Required
    • Assigned User
      Required
    • Create as Draft
      Required
    Action
    Write

Learn how to automate Help Scout on the Zapier blog

help-scout logo
help-scout logo
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 moreLearn more
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Customer Support
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cardclan logo
cardclan logo
About CardClan
A platform to build and send interactive and personalized digital cards using prebuilt templates. Replace plain old boring emails.
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