Help Scout + Keap Max Classic + Google Tasks Integrations

How to connect Help Scout + Keap Max Classic + Google Tasks

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Do even more with Help Scout + Keap Max Classic + Google Tasks

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Help Scout, Keap Max Classic, and Google Tasks. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- MailboxRequired
- Assigned User
  Since this field is not option, if you don't pick a user, the trigger will fire whenever a conversation is assigned to any agent.
- Tag
  If you add more tags, conversation must have all of them for this trigger to fire.
- Status
- Custom Fields
  Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Trigger
Instant
Try It
- Mailbox
  Select which mailbox you'd like to watch for new customers.
Trigger
Scheduled
Try It
- Conversation IDRequired
  Conversation ID where the note will be added. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).
- TextRequired
  Text of the note. You can use HTML markup.
- User
  User who is adding the note. The user must be authorized to add notes into the mailbox where the conversation in question exists, otherwise error will be returned.
Action
Write
- First NameRequired
- Last NameRequired
- Email
  Customer's email. Please note that if there is existing customer with this email, this action will end up with an error.
- Phone
  Phone entry - the left input is the email type or location. Supported values are fax, home, mobile,other,pager,work.
- Chat Handle
  Chat handle entry - the left input is the chat handle type or location.aim, gtalk, icq, msn, other, qq, skype, xmpp, yahoo.
- Social Profile
  Social profile entry - the left input is the account type, supported values are aboutme, facebook ,flickr,forsquare, google, googleplus, linkedin, other, quora, tungleme, twitter, youtube.
- Website
  URL of a website associated with the customer.
- Background
  Information about the customers. The value is displayed as Notes in the Help Scout UI.
- Organization
- Location
- Job Title
- Address
  Following fields form a customer's address. The fields are optional but once you enter information into one field, you need to fill all other fields with the exception of address lines.
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Write
- CustomerRequired
  Customer ID for which you are updating properties. You can use Find Customer to get the customer ID or get the ID from a different source (New Customer trigger for example).
Action
Write

- EmailRequired
  Customer's email.
Action
Search
- EmailRequired
  User's email.
Action
Search

- User's EmailRequired
  Email address of the user whose report you'd like to get.
Action
Search
- SubjectRequired
  The field will be used to filter the conversations. Please note that the search is not using an exact match - for example Work will match subject Healthy Work as well.
- Mailbox
- Assigned User
- Tag
- StatusRequired
- Email
  Matches any email in to, cc, bcc or a email of a customer associated with the conversation.
- Custom Query
  Advanced custom query as defined in the API documentation. For example modifiedAt:[NOW-1HOUR] only matches conversation modified less than hour ago. This query is not validated, if you get it wrong, it might get unexpected results - invalid query is ignored. You can add multiple conditions joined by AND or OR. Example number:1234 AND customerIds:100.
- MailboxRequired
- Customer Label
  Customer can be defined either via email or via ID. One of the fields must be set.
- Customer ID
  ID of the customer. To be used together with Find Customer search or Create Customer action. Either this Customer ID or email must be defined..
- Customer's Email
  Email of the customer. Either this email or customer ID must be defined..
- From User
  User who is sending the reply thus only applicable for reply and draft thread types.
- Thread TypeRequired
  Select type of the thread. Not all types are equal, only reply, draft and customer can have cc and bcc.
  Reply sends email to customer (unless the imported flag is used), all the other types are from the customer.
- TextRequired
  The conversation text. You can use HTML markup.
- Assigned User
- Cc
- Bcc
- Import OnlyRequired
  When set, the conversation will not cause external effects - it won't send emails and notifications.
- Trigger Auto Reply
  Triggers Auto Reply feature if it's enabled.
Action
Search or write
New Action sequence
Triggered when a new action sequence is added.
Trigger
Scheduled
Try It
New Company
Triggers when you add a new company.
Trigger
Scheduled
Try It
New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Trigger
Scheduled
Try It
Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Trigger
Scheduled
Try It
New Invoice
Triggers when you add a new invoice.
Trigger
Scheduled
Try It
New Invoice
Triggers when you add a new invoice (with line item support).
Trigger
Scheduled
Try It
New Product
Triggers when you add a new product.
Trigger
Scheduled
Try It
- Product
  If you do not choose a product, this zap will trigger on cancelled subscriptions for any product.
- Subscription Plan
  If you do not choose a subscription plan, this zap will trigger on cancelled subscriptions for any plan. Note: You must select a product to filter by subscription plan.
Trigger
Scheduled
Try It
New Tag
Triggers when you add a new tag.
Trigger
Scheduled
Try It
- EmailRequired
- Action Set/Sequence
  If selected, this action set will run after the contact is made
- How to check for duplicates
  If enabled and a match is found, existing contact will be updated.
- Opt-in
  Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
- First Name
- Last Name
- Tag Names
  A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Write
- Contacts
  Choose contacts who this email will be sent to.
- From Address
  Usually used as a "reply to" address.
- To Address
  Typically you want to leave the default, "~Contact.Email~" which will use the Contact merge field to fill in from each contact selected above.
- CC Addresses
  Who to CC on the email.
- BCC Addresses
  Who to CC on the email.
- Content Type
  Choose "HTML" if you include an HTML Body above, else choose "Text".
- Subject
  Subject of the email being sent.
- HTML Body
  The HTML content of the body of the email being sent.
- Text Body
  The Plain Text content of the body of the email being sent.
Action
Write
- ContactRequired
- Product
  Select a Product and/or a Subscription Plan in the field below.
- Subscription Plan
  Select a Subscription Plan and/or a Product in the field above.
- Promo Code
- Lead AffiliateRequired
- Sale AffiliateRequired
Action
Write
- ContactRequired
- Email
- Action Set/Sequence
  If selected, this action set will run after the contact is made
- How to check for duplicates
  If enabled and a match is found, existing contact will be updated.
- Opt-in
  Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
- First Name
- Last Name
- Tag Names
  A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Write
- ContactRequired
- Description
- Invoice Total
- Total Due
- Total Paid
Action
Search
- Task ListRequired
Trigger
Scheduled
Try It
New Task List
Triggers when a new task list is created.
Trigger
Scheduled
Try It
- Task ListRequired
- TitleRequired
- Notes
- Due On
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- ListRequired
  The list to be searched.
- TitleRequired
Action
Search

- MailboxRequired
- Assigned User
- Tag
  If you add more tags, conversation must have all of them for this trigger to fire.
- Status
- Custom Fields
  Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Trigger
Instant
Try It
- MailboxRequired
- Assigned User
- Tag
  Filter conversations by tag. Please note: if a matching tag is present, this trigger will fire every time tags are updated on a conversation. If you add more than one tag, the conversation must have all of them for this trigger to run.
- Status
- Custom Fields
  Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Trigger
Instant
Try It
- SubjectRequired
- MailboxRequired
- Customer Label
  Customer can be defined either via email or via ID. One of the fields must be set.
- Customer ID
  ID of the customer. To be used together with Find Customer search or Create Customer action. Either this Customer ID or email must be defined..
- Customer's Email
  Email of the customer. Either this email or customer ID must be defined..
- From User
  User who is sending the reply thus only applicable for reply and draft thread types.
- Thread TypeRequired
  Select type of the thread. Not all types are equal, only reply, draft and customer can have cc and bcc.
  Reply sends email to customer (unless the imported flag is used), all the other types are from the customer.
- TextRequired
  The conversation text. You can use HTML markup.
- StatusRequired
- Assigned User
- Tag
- Cc
- Bcc
- Import OnlyRequired
  When set, the conversation will not cause external effects - it won't send emails and notifications.
- Trigger Auto Reply
  Triggers Auto Reply feature if it's enabled.
Action
Write
- ConversationRequired
  Conversation ID of the conversation you are replying to. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).
- CustomerRequired
  ID of the customer you're replying to. If you used Find Conversation before to lookup the conversation, you can now set the Customer ID as a custom value. You can also use Find Customer step to resolve the customer by ID. The dropdown shows several recent customers and should only be used a last resort when you'r replying to a predefined static customer ID.
- TextRequired
  Text of the note. You can use HTML markup.
- User
  User who is sending the reply. The user must be authorized to access the mailbox where the conversation in question exists, otherwise error will be returned.
- Create as DraftRequired
  If set, the reply won't be sent to the user and a draft reply will be created instead.
Action
Write
- Subject
  The field will be used to filter the conversations. Please note that the search is not using an exact match - for example Work will match subject Healthy Work as well.
- Mailbox
- Assigned User
- Tag
- StatusRequired
- Email
  Matches any email in to, cc, bcc or a email of a customer associated with the conversation.
- Custom Query
  Advanced custom query as defined in the API documentation. For example modifiedAt:[NOW-1HOUR] only matches conversation modified less than hour ago. This query is not validated, if you get it wrong, it might get unexpected results - invalid query is ignored. You can add multiple conditions joined by AND or OR. Example number:1234 AND customerIds:100.
Action
Search
- NameRequired
  Mailbox name.
Action
Search
- User's EmailRequired
  Email address of the user whose report you'd like to get.
- Date Range StartRequired
- Date Range EndRequired
Action
Search
- User's EmailRequired
  Email address of the user whose report you'd like to get.
Action
Search
- EmailRequired
  Customer's email. Please note that if there is existing customer with this email, this action will end up with an error.
- First NameRequired
- Last NameRequired
- Phone
  Phone entry - the left input is the email type or location. Supported values are fax, home, mobile,other,pager,work.
- Chat Handle
  Chat handle entry - the left input is the chat handle type or location.aim, gtalk, icq, msn, other, qq, skype, xmpp, yahoo.
- Social Profile
  Social profile entry - the left input is the account type, supported values are aboutme, facebook ,flickr,forsquare, google, googleplus, linkedin, other, quora, tungleme, twitter, youtube.
- Website
  URL of a website associated with the customer.
- Background
  Information about the customers. The value is displayed as Notes in the Help Scout UI.
- Organization
- Location
- Job Title
- Address
  Following fields form a customer's address. The fields are optional but once you enter information into one field, you need to fill all other fields with the exception of address lines.
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Search or write
New Affiliate
Triggers when you add a new affiliate.
Trigger
Scheduled
Try It
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- TagsRequired
  Select (or enter IDs of) one or more tags.
Trigger
Instant
Try It
New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Trigger
Scheduled
Try It
New Opportunity
Triggers when you add a new opportunity.
Trigger
Scheduled
Try It
New Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Trigger
Scheduled
Try It
- ProductRequired
- Subscription PlanRequired
Trigger
Scheduled
Try It
New Subscription Plan
Triggers when you add a new subscription plan.
Trigger
Scheduled
Try It
- CompanyRequired
- Phone 1
- Phone 1 Ext
- Email
- Fax 1
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Website
Action
Write
- EmailRequired
  This email will be how we search for and tag an existing contact.
- Tag NamesRequired
  A list of tags to apply to the contact (e.x. repeat buyer, good). Tags that do not exist in Infusionsoft will be ignored.
Action
Write
- ContactRequired
- TitleRequired
- Description
- Created By
Action
Write
- Product NameRequired
- Product Price
- Description
- SKU
  Stock-keeping unit
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- EmailRequired
- Action Set/Sequence
  If selected, this action set will run after the contact is made
- How to check for duplicates
  If enabled and a match is found, existing contact will be updated.
- Opt-in
  Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
- First Name
- Last Name
- Tag Names
  A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Search or write
- Task ListRequired
Trigger
Scheduled
Try It
- List TitleRequired
Action
Write
- ListRequired
- TaskRequired
  Make sure to select a list first!
- Title
  Title for the updated task. If you don't want to change the title, leave this blank.
- Status
  Status of the updated task. If you don't want to change the status, leave this blank. If you use a custom value, supply either "needsAttention" or "completed".
- Notes
  Note for the updated task. If you don't want to change the note, leave this blank.
- Due Date
  Date when the task is due. If you don't want to change the due date, leave this blank.
Action
Write
- Api Docs Info
  API docs for Google Tasks are located here https://developers.google.com/google-apps/tasks/?hl=en
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- ListRequired
  The list to be searched.
- TitleRequired
- Task ListRequired
- Notes
- Due On
Action
Search or write

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How Help Scout + Keap Max Classic + Google Tasks Integrations Work

Step 1: Authenticate Help Scout, Keap Max Classic, and Google Tasks.
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 + Keap Max Classic + Google Tasks

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

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About Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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About Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.

Learn more

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Help Scout + Keap Max Classic + Google Tasks Integrations

How to connect Help Scout + Keap Max Classic + Google Tasks

Do even more with Help Scout + Keap Max Classic + Google Tasks

Conversation Assigned

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 Action sequence

New Company

New Contact Action

Credit Card Charge

New Invoice

New Invoice

New Product

Cancelled Subscription

Product

Subscription Plan

New Tag

Create/Update Contact

EmailRequired

Action Set/Sequence

How to check for duplicates

Opt-in

First Name

Last Name

Tag Names

Job Title