Help Scout + Basecamp 2 Integrations

How to connect Help Scout + Basecamp 2

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Supported triggers and actions

What does this mean?

Conversation Assigned
Triggers when a conversation is assigned to agent.
Trigger
Instant
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
New Customer
Triggers when a new customer is added.
Trigger
Scheduled
Tags Updated
Triggers when conversation tags are updated.
Trigger
Instant
Add Note
Adds a note to existing conversation.
Action
Write
Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Action
Write
Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Action
Write
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
Basecamp 2
Triggers when a new account is available in Basecamp.
Scheduled
Trigger
Basecamp 2
Triggers when a new file is added to a project.
Scheduled
Trigger
Basecamp 2
Triggers when a new calendar is added to Basecamp.
Scheduled
Trigger
Basecamp 2
Triggers when a new event is added to a calendar.
Scheduled
Trigger
Basecamp 2
Triggers when a new event is added to a project.
Scheduled
Trigger
Basecamp 2
Triggers when a new text document is added to a project.
Scheduled
Trigger
Basecamp 2
Triggers when something happens inside of Basecamp. This trigger will give you a brief overview of the event that happened.
Scheduled
Trigger
Basecamp 2
Triggers when anything across any project happens. Use a filter step with this!
Scheduled
Trigger
Basecamp 2
Triggers when a new person is available in the account.
Scheduled
Trigger
Basecamp 2
Triggers when a new project is created.
Scheduled
Trigger
Basecamp 2
Triggers when a new project template is created.
Scheduled
Trigger
Basecamp 2
Triggers when a new todo is added to a todo list.
Scheduled
Trigger
Basecamp 2
Triggers when a new todo list is added.
Scheduled
Trigger
Basecamp 2
Triggers when a new topic is added (A new message is a topic, and the first comment on Calendar Events, Uploads, and Todos are topics).
Scheduled
Trigger
Basecamp 2
Creates a new calendar event on a specific calendar.
Scheduled
Action
Basecamp 2
Creates a new calendar event on a specific project.
Scheduled
Action
Basecamp 2
Create a brand new version tracked document.
Scheduled
Action
Basecamp 2
Give a user access to a project.
Scheduled
Action
Basecamp 2
Creates a new message.
Scheduled
Action
Basecamp 2
Creates a brand new text file from plain text content you specify.
Scheduled
Action
Basecamp 2
Creates a project.
Scheduled
Action
Basecamp 2
Creates a project from your template of choice.
Scheduled
Action
Basecamp 2
Creates a new todo item.
Scheduled
Action
Basecamp 2
Creates a new todo list.
Scheduled
Action
Basecamp 2
Copy an already-existing file from the trigger service.
Scheduled
Action

How Help Scout + Basecamp 2 Integrations Work

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

Connect apps

Connect Help Scout + Basecamp 2

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