Help Scout + LiquidPlanner Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Help Scout and LiquidPlanner, with as many as 120 possible integrations. Are you ready to find your productivity superpowers?
Create LiquidPlanner tasks from assigned Help Scout conversations
Work together and collaborate on new tasks with this automation. Set it up, and each time a new conversation is assigned in Help Scout, Zapier will create a new task in LiquidPlanner. Create a stronger team and provide great customer service when you combine Help Scout and LiquidPlanner.
How It Works
- Assign a new conversation in Help Scout
- Zapier creates a task in LiquidPlanner
What You Need
- Help Scout account
- LiquidPlanner account
It's easy to connect Help Scout + LiquidPlanner and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new customer is added.
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Triggers when a conversation is assigned to a specified user. By default, only conversation with active status are considered but you can change the status using of of the fields.
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Triggers when a new conversation is created.
Adds a note to existing conversation.
A comment has been created or updated in your workspace.
Replies to a conversation. Please note that this will send actual email to the customer unless
draft flag is used.
A new task has been created in your workspace!
Add a comment to an item.
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