Help Scout + Jotform

Create Help Scout conversations from new Jotform submissions

Boost your customer support efficiency with this workflow. This automation initiates when you receive a new submission in Jotform, prompting a conversation to be created in Help Scout. Keep your team updated with real-time information and maximize your client servicing by responding to queries effectively and promptly.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
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

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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 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

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About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

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PRODUCTS

CAPABILITIES

By team

Help Scout + Jotform

Create Help Scout conversations from new Jotform submissions

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

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

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info