Help Scout + monday.com
Organize assigned Help Scout conversations by creating new items in monday.com
Manage your Help Scout conversations and monday.com tasks more effectively with this smart workflow. Whenever a new conversation gets assigned in Help Scout, it will immediately create a corresponding item on your monday.com board. This way, you can keep track of your customer conversations efficiently and ensure no inquiries are left unanswered. Boost your productivity, streamline your processes, and never miss important conversations with customers again.
Manage your Help Scout conversations and monday.com tasks more effectively with this smart workflow. Whenever a new conversation gets assigned in Help Scout, it will immediately create a corresponding item on your monday.com board. This way, you can keep track of your customer conversations efficiently and ensure no inquiries are left unanswered. Boost your productivity, streamline your processes, and never miss important conversations with customers again.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Create Item
Create a new Item in a board
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MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
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
MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItSubjectRequired
MailboxRequired
Customer Label
Customer ID
Customer's Email
From User
Thread TypeRequired
TextRequired
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
Trigger Auto Reply
ConversationRequired
CustomerRequired
TextRequired
User
Create as DraftRequired
