GoCanvas + Help Scout

Create Help Scout customers from new GoCanvas submissions

Effortlessly streamline your customer onboarding process with this workflow. When a new submission is received in GoCanvas, a customer will be created in Help Scout, saving you time and ensuring consistent data entry. Keep your team focused on providing excellent support while this automation takes care of the customer setup.

When this happens...
New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
TriggerInstant
automatically do this!
Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
ActionWrite

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Supported triggers and actions

What does this mean?

- Trigger Mid Workflow
- App NameRequired
Trigger
Instant
Try It
- App NameRequired
- Item Description
- Assign Item To
- Schedule At
Action
Write
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
Trigger
Scheduled
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
- CustomerRequired
Action
Write

- EmailRequired
Action
Search
- EmailRequired
Action
Search
- User's EmailRequired
Action
Search
- SubjectRequired
- Mailbox
- Assigned User
- Tag
- StatusRequired
- Email
- Custom Query
- MailboxRequired
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread TypeRequired
- TextRequired
- Assigned User
- Cc
- Bcc
- Import OnlyRequired
- Trigger Auto Reply
Action
Search or write

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
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
- Subject
- Mailbox
- Assigned User
- Tag
- StatusRequired
- Email
- Custom Query
Action
Search
- NameRequired
Action
Search
- User's EmailRequired
- Date Range StartRequired
- Date Range EndRequired
Action
Search
- User's EmailRequired
Action
Search
- EmailRequired
- First NameRequired
- Last NameRequired
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Search or write

About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Formitize

Forms & Surveys

iFormBuilder

Forms & Surveys

Device Magic

Forms & Surveys

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 more Help

Related categories

Customer Support

Similar apps

Zendesk

Customer Support

Tender Support

Customer Support

Freshdesk

Customer Support

PRODUCTS

CAPABILITIES

By team

GoCanvas + Help Scout

Create Help Scout customers from new GoCanvas submissions

New Submission

Trigger Mid Workflow

Create Dispatch

App NameRequired

Item Description

Assign Item To

Schedule At

Conversation Assigned

MailboxRequired

Assigned User

Tag

Status

Custom Fields

New Customer

Mailbox

Add Note

Conversation IDRequired

TextRequired

User

Create Customer

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

Update Customer Properties

CustomerRequired

Find Customer

EmailRequired

Find User

EmailRequired

Get Day Report

User's EmailRequired

Find or Create Conversation

SubjectRequired

Mailbox

Assigned User

Tag

StatusRequired

Email

Custom Query

MailboxRequired

Customer Label

Customer ID

Customer's Email

From User

Thread TypeRequired

TextRequired

Assigned User

Cc

Bcc

Import OnlyRequired

Trigger Auto Reply

Delete Dispatch

App NameRequired

Item DescriptionRequired

Sync Reference Data With Google Sheets

Reference Data IDRequired

Conversation Created

MailboxRequired

Assigned User

Tag

Status