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Help Scout + LiquidPlanner Classic

Help Scout + LiquidPlanner Classic

Help Scout + LiquidPlanner Classic integrations

Create LiquidPlanner Classic 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 Classic. Create a stronger team and provide great customer service when you combine Help Scout and LiquidPlanner Classic.

When this happens...
Conversation AssignedTriggers when a conversation is assigned to agent.
TriggerInstant
automatically do this!
Create a TaskCreate a new task in Liquid Planner.
ActionWrite

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More things you can do with Help Scout and LiquidPlanner Classic

Discover other triggers and actions you can use with Help Scout and LiquidPlanner Classic

- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
Trigger
Polling
Try It
- Conversation ID
  Required
- Text
  Required
- User
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Write
- Customer
  Required
Action
Write

- Email
  Required
Action
Search
- Email
  Required
Action
Search

- User's Email
  Required
Action
Search
- Subject
  Required
- Mailbox
- Assigned User
- Tag
- Status
  Required
- Email
- Custom Query
- Mailbox
  Required
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread Type
  Required
- Text
  Required
- Assigned User
- Cc
- Bcc
- Import Only
  Required
- Trigger Auto Reply
Action
Search or write
- Space Name
  Required
Trigger
Instant
Try It
- Space ID
  Required
Trigger
Instant
Try It
- Space ID
  Required
Trigger
Instant
Try It
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Name
- Billable Flag
- Shared Flag
Action
Write
- Space Name
  Required
- Item Name
  Required
- Comment
  Required
- Commentator Name
Action
Write
- Space Name
  Required
- Name
  Required
- Start Date
- Finish Date
- Owner Name
- Comment
- Link URL
- Description
- Note
- Parent Name
- Package Name
- Activity Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Item Name
  Required
- Url
  Required
- Description
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
- Note
Action
Write
- Space Name
  Required
- Name
  Required
- Start Time
  Required
- Finish Time
  Required
- Owner Name
- Comment
- Link URL
- Description
- Note
- Parent Name
- Package Name
- Activity Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Name
  Required
- Low
- High
- Owner Name
- Description
- Comment
- Link URL
- Note
- Activity Name
- Parent Name
- Package Name
- External Reference
- Delay Until
- Promise By
- Max Effort
- Manual Alert
- Started On
- Done On
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Item Name
  Required
- Other Name
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
Action
Write
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Task ID
  Required
- Low
- High
- Activity Name
- Restart Timer
- Comment
- Note
- Is Done Flag
Action
Write
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Commentator Name
- Comment Text
  Required
- Comment
  Required
Action
Write
- Space Name
  Required
- Link Description
  Required
- Url
- Description
Action
Write
- Space Name
  Required
- Partial Day Event Name
  Required
- Name
- Start Time
- Finish Time
- Package Name
- Parent Name
- Activity Name
- Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write

- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Subject
  Required
- Mailbox
  Required
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread Type
  Required
- Text
  Required
- Status
  Required
- Assigned User
- Tag
- Cc
- Bcc
- Import Only
  Required
- Trigger Auto Reply
Action
Write
- Conversation
  Required
- Customer
  Required
- Text
  Required
- User
- Create as Draft
  Required
Action
Write
- Subject
- Mailbox
- Assigned User
- Tag
- Status
  Required
- Email
- Custom Query
Action
Search
- Name
  Required
Action
Search
- User's Email
  Required
- Date Range Start
  Required
- Date Range End
  Required
Action
Search
- User's Email
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Last Name
  Required
- 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
- Space Name
  Required
Trigger
Instant
Try It
- Space ID
  Required
Trigger
Instant
Try It
- Space ID
  Required
Trigger
Instant
Try It
- Space Name
  Required
- Item Name
  Required
Action
Write
- Space Name
  Required
- Task Name
  Required
- Name
  Required
- Sort Order
- Completed?
Action
Write
- Space Name
  Required
- Item Name
  Required
- Prerequisite Item Name
  Required
Action
Write
- Space Name
  Required
- Name
  Required
- Owner
- Package Name
- Parent Name
- Description
- Delay Until
- Done On
- External Reference
- Promise By
- Max Effort
- Manual Alert
- Is Done Flag
- Is on Hold Flag
Action
Write
- Space Name
  Required
- Name
  Required
- Date
- Owner
- Comment
- Description
- Note
- Link URL
- Activity Name
- Parent Name
- Package Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Parent Package Name
- Owner Name
- Parent Name
- Name
  Required
- Description
- Delay Until
- Done On
- External Reference
- Manual Alert
- Max Effort
- Promise By
- Is Done Flag
- Is on Hold Flag
Action
Write
- Space Name
  Required
- Owner Name
- Parent Name
- Client Name
- Name
  Required
- Description
- Delay Until
- Done On
- External Reference
- Manual Alert
- Max Effort
- Promise By
- Is Done Flag
- Is on Hold Flag
- Parent Package Name
Action
Write
- Space Name
  Required
- Task Name
  Required
- Low
  Required
- High
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
- Other Name
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
- Work
- Low
- High
- Activity Name
- Member Name
- Is Done Flag
- Done On
- Work Performed On
- Comment
- Note
Action
Write
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Owner Name
- Checklist Name
  Required
- Name
- Sort Order
- Completed?
Action
Write
- Space Name
  Required
- Event Name
  Required
- Name
- Start Date
- Finish Date
- Parent Name
- Package Name
- Activity Name
- Event Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Milestone Name
  Required
- Name
- Date
- Activity Name
- Package Name
- Parent Name
- Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Task Name
  Required
- Title
- Description
- Parent Name
- Package Name
- Activity Name
- Delay Until
- Done On
- Promise By
- Started On
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
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 moreLearn moreHelpHelp

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About LiquidPlanner Classic

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

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