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Help Scout + JobNimbus

Create Help Scout customers from new JobNimbus activities

Effortlessly manage your customer relationships by connecting JobNimbus with Help Scout. This seamless workflow is activated when a new activity is created in JobNimbus, automatically creating a customer in Help Scout. Streamline your client onboarding process, ensuring no important details are missed and providing top-notch service for every new contact.

Effortlessly manage your customer relationships by connecting JobNimbus with Help Scout. This seamless workflow is activated when a new activity is created in JobNimbus, automatically creating a customer in Help Scout. Streamline your client onboarding process, ensuring no important details are missed and providing top-notch service for every new contact.

  1. When this happens...
    JobNimbusJobNimbus
    Contact Created, Modified or Deleted

    Trigger when a new contact is created, modified or deleted.

    TriggerInstant
  2. automatically do this!
    Help ScoutHelp Scout
    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?
    • FilterRequired

    Trigger
    Instant
    Try It
    • FileRequired

    • FilenameRequired

    • Related IdRequired

    • Attachment Type

    • Description

    • External ID

    Action
    Write
    • Display NameRequired

    • First Name

    • Last Name

    • Company

    • Email

    • Contact Type

    • Status Name

    • Source Name

    • Description

    • Sales Rep Name

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Fax Number

    • Website

    • Address Line 1

    • Address Line 2

    • City

    • State Text

    • Zip

    • Created By Name

    • Date Created

    • Date Start

    • Date End

    • Tags

    • External Id

    Action
    Write
    • IdRequired

    • Display NameRequired

    • First Name

    • Last Name

    • Company

    • Email

    • Contact Type

    • Status Name

    • Source Name

    • Description

    • Sales Rep Name

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Fax Number

    • Website

    • Address Line 1

    • Address Line 2

    • City

    • State Text

    • Zip

    • Created By Name

    • Date Created

    • Date Start

    • Date End

    • Tags

    • External Id

    Action
    Write
    • FilterRequired

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Company

    • Email

    • Contact Type

    • Status Name

    • Source Name

    • Description

    • Sales Rep Name

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Fax Number

    • Website

    • Address Line 1

    • Address Line 2

    • City

    • State Text

    • Zip

    • Created By Name

    • Date Created

    • Date Start

    • Date End

    • Tags

    • External Id

    Action
    Write
    • IdRequired

    • First Name

    • Last Name

    • Company

    • Email

    • Contact Type

    • Status Name

    • Source Name

    • Description

    • Sales Rep Name

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Fax Number

    • Website

    • Address Line 1

    • Address Line 2

    • City

    • State Text

    • Zip

    • Created By Name

    • Date Created

    • Date Start

    • Date End

    • Tags

    • External Id

    Action
    Write
    • NameRequired

    • Primary Contact IdRequired

    • Address Line 1Required

    • Address Line 2

    • CityRequired

    • State TextRequired

    • ZipRequired

    • Country Name

    • Tags

    • Date Created

    • Date Start

    • Date End

    • Job Type

    • Status Name

    • External Id

    Action
    Write
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 moreHelp

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  • Customer Support

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jobnimbus logo
jobnimbus logo

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

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