Help Scout + Kanban Tool
Create tasks in Kanban Tool for new conversations in Help Scout
Ensure every new conversation in Help Scout gets efficiently managed by setting up this workflow. Upon set up, each time a new conversation is created within Help Scout, it will lead to the creation of a new task in Kanban Tool. This will aid in organizing your support conversation follow-ups in line with your task management system, enhancing productivity and saving time.
Ensure every new conversation in Help Scout gets efficiently managed by setting up this workflow. Upon set up, each time a new conversation is created within Help Scout, it will lead to the creation of a new task in Kanban Tool. This will aid in organizing your support conversation follow-ups in line with your task management system, enhancing productivity and saving time.
- When this happens...Conversation Created
Triggers when a new conversation is created.
- automatically do this!Create Task
Creates a new task on a specific board.
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MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
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
MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItSubjectRequired
MailboxRequired
Customer Label
Customer ID
Customer's Email
From User
Thread TypeRequired
TextRequired
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
Trigger Auto Reply
ConversationRequired
CustomerRequired
TextRequired
User
Create as DraftRequired
