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Help Scout + SignNow Integrations

How to connect Help Scout + SignNow

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Supported triggers and actions

What does this mean?
    • MailboxRequired

    • Assigned User

      Since this field is not option, if you don't pick a user, the trigger will fire whenever a conversation is assigned to any agent.

    • Tag

      If you add more tags, conversation must have all of them for this trigger to fire.

    • Status

    • Custom Fields

      Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.

    Trigger
    Instant
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    • Mailbox

      Select which mailbox you'd like to watch for new customers.

    Trigger
    Scheduled
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    • Conversation IDRequired

      Conversation ID where the note will be added. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).

    • TextRequired

      Text of the note. You can use HTML markup.

    • User

      User who is adding the note. The user must be authorized to add notes into the mailbox where the conversation in question exists, otherwise error will be returned.

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Email

      Customer's email. Please note that if there is existing customer with this email, this action will end up with an error.

    • Phone

      Phone entry - the left input is the email type or location. Supported values are fax, home, mobile,other,pager,work.

    • Chat Handle

      Chat handle entry - the left input is the chat handle type or location.aim, gtalk, icq, msn, other, qq, skype, xmpp, yahoo.

    • Social Profile

      Social profile entry - the left input is the account type, supported values are aboutme, facebook ,flickr,forsquare, google, googleplus, linkedin, other, quora, tungleme, twitter, youtube.

    • Website

      URL of a website associated with the customer.

    • Background

      Information about the customers. The value is displayed as Notes in the Help Scout UI.

    • Organization

    • Location

    • Job Title

    • Address

      Following fields form a customer's address. The fields are optional but once you enter information into one field, you need to fill all other fields with the exception of address lines.

    • Address

    • City

    • State / Province

    • Postal Code / ZIP Code

    • Country

    Action
    Write
    • MailboxRequired

    • Assigned User

    • Tag

      If you add more tags, conversation must have all of them for this trigger to fire.

    • Status

    • Custom Fields

      Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.

    Trigger
    Instant
    Try It
    • MailboxRequired

    • Assigned User

    • Tag

      Filter conversations by tag. Please note: if a matching tag is present, this trigger will fire every time tags are updated on a conversation. If you add more than one tag, the conversation must have all of them for this trigger to run.

    • Status

    • Custom Fields

      Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MailboxRequired

    • Customer Label

      Customer can be defined either via email or via ID. One of the fields must be set.

    • Customer ID

      ID of the customer. To be used together with Find Customer search or Create Customer action. Either this Customer ID or email must be defined..

    • Customer's Email

      Email of the customer. Either this email or customer ID must be defined..

    • From User

      User who is sending the reply thus only applicable for reply and draft thread types.

    • Thread TypeRequired

      Select type of the thread. Not all types are equal, only reply, draft and customer can have cc and bcc.

      Reply sends email to customer (unless the imported flag is used), all the other types are from the customer.

    • TextRequired

      The conversation text. You can use HTML markup.

    • StatusRequired

    • Assigned User

    • Tag

    • Cc

    • Bcc

    • Import OnlyRequired

      When set, the conversation will not cause external effects - it won't send emails and notifications.

    • Trigger Auto Reply

      Triggers Auto Reply feature if it's enabled.

    Action
    Write
    • ConversationRequired

      Conversation ID of the conversation you are replying to. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).

    • CustomerRequired

      ID of the customer you're replying to. If you used Find Conversation before to lookup the conversation, you can now set the Customer ID as a custom value. You can also use Find Customer step to resolve the customer by ID. The dropdown shows several recent customers and should only be used a last resort when you'r replying to a predefined static customer ID.

    • TextRequired

      Text of the note. You can use HTML markup.

    • User

      User who is sending the reply. The user must be authorized to access the mailbox where the conversation in question exists, otherwise error will be returned.

    • Create as DraftRequired

      If set, the reply won't be sent to the user and a draft reply will be created instead.

    Action
    Write

How Help Scout + SignNow Integrations Work

  1. Step 1: Authenticate Help Scout and SignNow.
    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.
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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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  • Customer Support

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About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
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