Help Scout + Process Street Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Help Scout and Process Street, with as many as 19 possible integrations. Are you ready to find your productivity superpowers?
Create Process Street checklists for Help Scout conversations
Trigger recurring support processes with this Helpscout-Process Street Zapier integration. When a Help Scout user starts a conversation, a checklist from your customer support template will be created to help you track your team's progress or your own.
How It Works
- A conversation is started in Help Scout
- Zapier creates a new checklist in Process Street
What You Need
- Help Scout account
- Process Street account
It's easy to connect Help Scout + Process Street and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new customer is added.
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
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.
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Triggers when a new conversation is created.
Adds a note to existing conversation.
Triggers when a new checklist is created.
Replies to a conversation. Please note that this will send actual email to the customer unless
draft flag is used.
Triggers when someone posts a comment.
Creates a new checklist.
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