Help Scout
When this happens...
Help ScoutNew Assigned Conversation
Then do this...
LiquidPlannerCreate a Task

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

  1. Assign a new conversation in Help Scout
  2. Zapier creates a task in LiquidPlanner

What You Need

  • Help Scout account
  • LiquidPlanner account

Why Zapier?


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It's easy to connect Help Scout + LiquidPlanner and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Customer

Triggers when a new customer is added.

Create Conversation to Customer

Creates a new conversation to a customer from a Help Scout user.

New Assigned Conversation

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.

Create Conversation From Customer

Create a new conversation from a customer.

New Conversation

Triggers when a new conversation is created.

Create Customer

Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).

New Or Changed Comment

A comment has been created or updated in your workspace

Add Note

Adds a note to existing conversation.

New or Changed Task

A new task has been created in your workspace!

Send Reply

Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.

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Become a Zapier Integration Partner

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.

LiquidPlanner is a breath of fresh air for online project management. Predictive scheduling, dynamic collaboration, and easy time tracking.

See LiquidPlanner Integrations