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 1,000+ 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!
Help Scout
New Customer

Triggers when a new customer is added.

Help Scout
Create Conversation From Customer

Create a new conversation from a customer.

Help Scout
New Assigned Conversation

Triggers when a conversation is assigned to a specified user.

Help Scout
Create Customer

Creates a customer if it does not already exist.

Help Scout
New Conversation

Triggers when a new conversation is created.

Help Scout
Create Conversation to Customer

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

Process Street
New Checklist

Triggers when a new checklist is created.

Process Street
Create Checklist

Creates a new checklist.

Process Street
New Comment

Triggers when someone posts a comment.

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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.