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

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Easy

No coding required—automate any of 1,000+ 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 to Customer

Creates a new conversation to a customer from a Help Scout user.

New Assigned Conversation

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.

Create Conversation From Customer

Create a new conversation from a customer.

New Conversation

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).

New Checklist

Triggers when a new checklist is created.

Add Note

Adds a note to existing conversation.

New Comment

Triggers when someone posts a comment.

Send Reply

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

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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.

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