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  • QuickBooks Online logoQuickBooks Online logo

Help Scout + QuickBooks Online Integrations

How to connect Help Scout + QuickBooks Online

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  • Help Scout triggers, actions, and search
    Conversation Assigned
    Triggers when a conversation is assigned to agent.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    Conversation Created
    Triggers when a new conversation is created.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    New Customer
    Triggers when a new customer is added.
    Trigger
    Scheduled
  • Help Scout triggers, actions, and search
    Tags Updated
    Triggers when conversation tags are updated.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    Add Note
    Adds a note to existing conversation.
    Action
    Write
  • Help Scout triggers, actions, and search
    Create Conversation
    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
    Action
    Write
  • Help Scout triggers, actions, and search
    Create Customer
    Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
    Action
    Write
  • Help Scout triggers, actions, and search
    Send Reply
    Replies to a conversation. Please note that this will send actual email to the customer unless
    Action
    Write
  • Help Scout

    Updates a customer's properties.

    Scheduled

    Action

  • Help Scout

    Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.

    Scheduled

    Action

  • Help Scout

    Finds customer by email.

    Scheduled

    Action

  • Help Scout

    Find mailbox by name.

    Scheduled

    Action

  • Help Scout

    Finds user by email.

    Scheduled

    Action

  • Help Scout

    Get a user's support metrics over a given time range.

    Scheduled

    Action

  • Help Scout

    Get a user's support metrics for the current day.

    Scheduled

    Action

  • Help Scout

    Get a user's support metrics for the current week.

    Scheduled

    Action

  • Help Scout

    Find or Create Conversation

    Scheduled

    Action

  • Help Scout

    Find or Create Customer

    Scheduled

    Action

  • QuickBooks Online

    Triggered when you add a new account.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new bill is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new customer.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new estimate.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new expense is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new invoice.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new invoice (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new sales receipt is added (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a payment is received (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new purchase order is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new sales receipt is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when an existing customer is updated.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new vendor is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Create a new bill, optionally tied to a customer.

    Scheduled

    Action

  • QuickBooks Online

    Create a new bill, optionally tied to a customer (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Create a new bill, optionally tied to a customer (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new credit memo.

    Scheduled

    Action

  • QuickBooks Online

    Adds a new customer.

    Scheduled

    Action

  • QuickBooks Online

    Create a new estimate (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new expense using check, cash, or credit card.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new product or service.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new journal entry.

    Scheduled

    Action

  • QuickBooks Online

    Adds a new invoice (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Adds a new sales receipt (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new payment, optionally linked to an invoice.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new purchase order.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new refund receipt.

    Scheduled

    Action

  • QuickBooks Online

    Send an existing invoice.

    Scheduled

    Action

  • QuickBooks Online

    Send an existing sales receipt.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new single time activity.

    Scheduled

    Action

  • QuickBooks Online

    Updates an existing customer.

    Scheduled

    Action

  • QuickBooks Online

    Updates an existing invoice (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Adds a new vendor.

    Scheduled

    Action

  • QuickBooks Online

    Find an account by name.

    Scheduled

    Action

  • QuickBooks Online

    Find a customer by name or email address.

    Scheduled

    Action

  • QuickBooks Online

    Find an invoice by number.

    Scheduled

    Action

  • QuickBooks Online

    Find a product by name (with line item support)

    Scheduled

    Action

  • QuickBooks Online

    Find a vendor by name.

    Scheduled

    Action

  • QuickBooks Online

    Finds or creates a specific customer v2.

    Scheduled

    Action

  • QuickBooks Online

    Finds or creates a specific vendor.

    Scheduled

    Action

How Help Scout + QuickBooks Online Integrations Work

  1. Step 1: Authenticate Help Scout and QuickBooks Online.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
help-scout logo
help-scout logo

About Help Scout

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

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quickbooks logo
quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn more

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