Help Scout
When this happens...
Help ScoutNew Conversation
Then do this...
Process StreetCreate Checklist

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

  1. A conversation is started in Help Scout
  2. Zapier creates a new checklist in Process Street

What You Need

  • Help Scout account
  • Process Street account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Customer

Triggers when a new customer is added.

Create Conversation

Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

Conversation Created

Triggers when a new conversation is created.

Create Customer

Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).

Tags Updated

Triggers when conversation tags are updated.

Add Note

Adds a note to existing conversation.

New Checklist

Triggers when a new checklist is created.

Send Reply

Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.

New Task Checked

Triggers when a checklist task is checked off.

Create Checklist

Creates a new checklist.

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Become a Zapier Integration Partner

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.

Learn More

Process Street is a SaaS platform that lets non-technical teams create powerful, API-driven workflows. The easiest way to document, track, automate and optimize customer-centric processes. We help sales and customer success teams drive revenue and reduce churn.

See Process Street Integrations