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
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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 new conversation is created.
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Triggers when conversation tags are updated.
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 a checklist task is checked off.
Creates a new checklist.