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ClickUp + Help Scout

Update tasks in ClickUp when tags are updated in Help Scout

Maintain a streamlined workflow between your customer service and project management with this automation. When tags are updated in Help Scout, it generates a task in ClickUp, ensuring your team's to-do list aligns with recent modifications. This efficient process saves time, prevents any overlooked tasks, and optimizes communication within your team.

Maintain a streamlined workflow between your customer service and project management with this automation. When tags are updated in Help Scout, it generates a task in ClickUp, ensuring your team's to-do list aligns with recent modifications. This efficient process saves time, prevents any overlooked tasks, and optimizes communication within your team.

  1. When this happens...
    Help ScoutHelp Scout
    Tags Updated

    Triggers when conversation tags are updated.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • Conversation IDRequired

    • TextRequired

    • User

    Action
    Write
    • 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

    Action
    Write
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MailboxRequired

    • Customer Label

    • Customer ID

    • Customer's Email

    • From User

    • Thread TypeRequired

    • TextRequired

    • StatusRequired

    • Assigned User

    • Tag

    • Cc

    • Bcc

    • Import OnlyRequired

    • Trigger Auto Reply

    Action
    Write
    • ConversationRequired

    • CustomerRequired

    • TextRequired

    • User

    • Create as DraftRequired

    Action
    Write
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clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Help

Related categories

  • Project Management

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