• Help Scout logoHelp Scout logo
  • Asana logoAsana logo

Help Scout + Asana Integrations

How to connect Help Scout + Asana

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  • Help Scout triggers, actions, and search
    Conversation Assigned
    Triggers when a conversation is assigned to agent.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    Conversation Created
    Triggers when a new conversation is created.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    New Customer
    Triggers when a new customer is added.
    Trigger
    Scheduled
  • Help Scout triggers, actions, and search
    Tags Updated
    Triggers when conversation tags are updated.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    Add Note
    Adds a note to existing conversation.
    Action
    Write
  • Help Scout triggers, actions, and search
    Create Conversation
    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
    Action
    Write
  • Help Scout triggers, actions, and search
    Create Customer
    Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
    Action
    Write
  • Help Scout triggers, actions, and search
    Send Reply
    Replies to a conversation. Please note that this will send actual email to the customer unless
    Action
    Write
  • Help Scout

    Updates a customer's properties.

    Scheduled

    Action

  • Help Scout

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

    Scheduled

    Action

  • Help Scout

    Finds customer by email.

    Scheduled

    Action

  • Help Scout

    Find mailbox by name.

    Scheduled

    Action

  • Help Scout

    Finds user by email.

    Scheduled

    Action

  • Help Scout

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

    Scheduled

    Action

  • Help Scout

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

    Scheduled

    Action

  • Help Scout

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

    Scheduled

    Action

  • Help Scout

    Find or Create Conversation

    Scheduled

    Action

  • Help Scout

    Find or Create Customer

    Scheduled

    Action

  • Asana

    Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

    Scheduled

    Trigger

  • Asana

    Triggered when you add a new project.

    Scheduled

    Trigger

  • Asana

    Triggered when you add a new story.

    Scheduled

    Trigger

  • Asana

    Triggered when you add a new subtask.

    Scheduled

    Trigger

  • Asana

    Triggered when you create a new tag.

    Scheduled

    Trigger

  • Asana

    Triggered when you add a new task to a project.

    Instant

    Trigger

  • Asana

    Triggered when you add a tag to a task.

    Scheduled

    Trigger

  • Asana

    Triggered when you add a new team.

    Scheduled

    Trigger

  • Asana

    Triggered when a task in a project is updated.

    Instant

    Trigger

  • Asana

    Triggered when you add a new user.

    Scheduled

    Trigger

  • Asana

    Triggered when you add a new workspace/organization.

    Scheduled

    Trigger

  • Asana

    Attaches a File to a task.

    Scheduled

    Action

  • Asana

    Adds a subtask to an existing task.

    Scheduled

    Action

  • Asana

    Adds a new project.

    Scheduled

    Action

  • Asana

    Adds a new story (a comment is a story).

    Scheduled

    Action

  • Asana

    Adds a new task.

    Scheduled

    Action

  • Asana

    Adds a task to a section of a project.

    Scheduled

    Action

  • Asana

    Updates an existing Task.

    Scheduled

    Action

  • Asana

    Finds an existing project.

    Scheduled

    Action

  • Asana

    Finds an existing section within a workspace project.

    Scheduled

    Action

  • Asana

    Finds an existing task within a workspace project(s).

    Scheduled

    Action

  • Asana

    Finds an existing task by its ID.

    Scheduled

    Action

  • Asana

    Finds an existing user of your Asana account.

    Scheduled

    Action

  • Asana

    Find or Create Project

    Scheduled

    Action

  • Asana

    Find or Create Task

    Scheduled

    Action

  • Asana

    Find or Create Task

    Scheduled

    Action

  • Asana

    Find or Create Task

    Scheduled

    Action

How Help Scout + Asana Integrations Work

  1. Step 1: Authenticate Help Scout and Asana.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Asana Tutorials

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 more

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asana logo
asana logo

About Asana

Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.
Learn more

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