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Create LiquidPlanner tasks from assigned Help Scout conversations

  1. When this happensStep 1: Conversation Assigned

  2. Then do thisStep 2: Create 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
Try It

Connect Help Scout + LiquidPlanner in Minutes

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

All Triggers & Actions

InstantConversation Assigned

Triggers when a conversation is assigned to agent.

New Customer

Triggers when a new customer is added.

InstantNew or Changed Client

This trigger will fire when a task is created or updated in your workspace.

InstantNew or Changed Document

A document has been created or updated in your workspace.

InstantNew or Changed Project

A project has been created or updated in your workspace.

InstantConversation Created

Triggers when a new conversation is created.

InstantTags Updated

Triggers when conversation tags are updated.

InstantNew or Changed Comment

A comment has been created or updated in your workspace.

InstantNew or Changed Package

Triggered when a package is created or updated in LP.

InstantNew or Changed Task

A new task has been created in your workspace!