Help Scout + Motion
Create new tasks in Motion for every new conversation started in Help Scout
Stay organized and efficient by connecting your Help Scout and Motion apps. With this workflow, every new conversation that begins in Help Scout prompts the creation of a corresponding task in Motion. This ensures that no customer inquiries are overlooked and all tasks follow a systematic order. Make customer service and task management more seamless and coordinated through this simple, yet reliable, automation.
Stay organized and efficient by connecting your Help Scout and Motion apps. With this workflow, every new conversation that begins in Help Scout prompts the creation of a corresponding task in Motion. This ensures that no customer inquiries are overlooked and all tasks follow a systematic order. Make customer service and task management more seamless and coordinated through this simple, yet reliable, automation.
- When this happens...Conversation Created
Triggers when a new conversation is created.
- 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
