Help Scout + Motion
Create tasks in Motion for new assigned conversations in Help Scout
When a conversation is assigned in Help Scout, efficiently manage your workflow by setting up an automation to create a task in the Motion app. This practical setup not only helps in maintaining clear communication with your customers but also ensures that all tasks are noted accurately in the Motion app. Experience a seamless organization system that prioritizes efficiency and communication.
When a conversation is assigned in Help Scout, efficiently manage your workflow by setting up an automation to create a task in the Motion app. This practical setup not only helps in maintaining clear communication with your customers but also ensures that all tasks are noted accurately in the Motion app. Experience a seamless organization system that prioritizes efficiency and communication.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Create Task
Creates a new Motion Task
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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
