How to connect Help Scout + Highrise
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- Conversation AssignedTriggers when a conversation is assigned to agent.Trigger
- Conversation CreatedTriggers when a new conversation is created.Trigger
- New CustomerTriggers when a new customer is added.Trigger
- Tags UpdatedTriggers when conversation tags are updated.Trigger
- Add NoteAdds a note to existing conversation.Action
- Create ConversationCreates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.Action
- Create CustomerCreates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).Action
- Send ReplyReplies to a conversation. Please note that this will send actual email to the customer unlessAction
- 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
- Highrise
Triggered when a new task category is added
Scheduled
Trigger
- Highrise
Triggers when a new company is added to Highrise.
Scheduled
Trigger
- Highrise
Triggers when a new contact is added to Highrise.
Scheduled
Trigger
- Highrise
Triggers when a new custom field is created in Highrise.
Scheduled
Trigger
- Highrise
Triggered when a new deal is added
Scheduled
Trigger
- Highrise
Triggered when a new deal category is added
Scheduled
Trigger
- Highrise
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Scheduled
Trigger
- Highrise
Triggered when a new group is added
Scheduled
Trigger
- Highrise
Triggered when a new case is added
Scheduled
Trigger
- Highrise
Triggers when a new tag is added to Highrise.
Scheduled
Trigger
- Highrise
Triggered when a new task is added
Scheduled
Trigger
- Highrise
Triggered when a new user is added.
Scheduled
Trigger
- Highrise
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
Scheduled
Action
- Highrise
Creates a new company if it does not exist yet.
Scheduled
Action
- Highrise
Creates a new contact, or, if a contact exists, we will update it.
Scheduled
Action
- Highrise
Creates a new deal.
Scheduled
Action
- Highrise
Creates a new deal associated with a contact or person.
Scheduled
Action
- Highrise
Creates a new case.
Scheduled
Action
- Highrise
Creates a new task.
Scheduled
Action
- Highrise
Creates a new task associated with a contact or person.
Scheduled
Action
- Highrise
Creates a new task associated with a case. Will create a new case if it doesn't exist
Scheduled
Action
- Highrise
Finds a company by name.
Scheduled
Action
- Highrise
Finds a contact by email.
Scheduled
Action
How Help Scout + Highrise Integrations Work
- Step 1: Authenticate Help Scout and Highrise.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.
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