Help Scout + Slack + Trello Integrations

How to connect Help Scout + Slack + Trello

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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Help Scout, Slack, and Trello. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Conversation Assigned
Triggers when a conversation is assigned to agent.
Trigger
Instant
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
New Customer
Triggers when a new customer is added.
Trigger
Scheduled
Tags Updated
Triggers when conversation tags are updated.
Trigger
Instant
Add Note
Adds a note to existing conversation.
Action
Write

Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Action
Write
Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Action
Write

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
Slack
Triggers when a new message is posted to any public channel.
Instant
Trigger
Slack
Triggers whenever a new #channel is created.
Instant
Trigger
Slack
Triggers when a new message is posted to a specific #channel you choose.
Instant
Trigger
Slack
Triggers when a custom emoji has been added to a team.
Instant
Trigger
Slack
Triggers when a new file is uploaded to your workspace.
Instant
Trigger
Slack
Triggers when a username or highlight word is mentioned in a public #channel.
Instant
Trigger
Slack
Triggers when a new message is posted to a specific #private-channel or multi-dm.
Instant
Trigger
Slack
Triggers when you click the "Push to Zapier" button from a message in Slack.
Instant
Trigger
Slack
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
Instant
Trigger
Slack
Triggers when you save a message.
Instant
Trigger
Slack
Triggers when a new Slack user is created / first joins your org.
Instant
Trigger
Slack
Adds a reminder for yourself or a teammate, just like the
Scheduled
Action
Slack
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
Scheduled
Action
Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Scheduled
Action
Slack
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
Scheduled
Action
Slack
Creates a new channel.
Scheduled
Action
Slack
Post a new message to a private channel you choose. Can also schedule a message for later.
Scheduled
Action
Slack
Sets the topic on a selected channel.
Scheduled
Action
Slack
Update basic profile fields such as name or title
Scheduled
Action
Slack
Sets your Slack status to the given text and emoji.
Scheduled
Action
Slack
Finds a Slack message using the Slack Search feature.
Scheduled
Action
Slack
Finds a user by matching against their email instead of their username.
Scheduled
Action
Slack
Finds a user by their ID.
Scheduled
Action
Slack
Finds a user by matching against their real name instead of their username.
Scheduled
Action
Slack
Finds a user by their username.
Scheduled
Action
Trello
Triggers when a new board is added.
Scheduled
Trigger
Trello
Triggers when a new card is added.
Scheduled
Trigger
Trello
Triggers when a Card is archived in Trello.
Scheduled
Trigger
Trello
Triggers when a Comment is added to a Card in Trello.
Scheduled
Trigger
Trello
Triggers when there is activity in Trello.
Instant
Trigger
Trello
Triggers when a Card is moved to a List in Trello,
Instant
Trigger
Trello
Triggers at a specified time before a card is due.
Scheduled
Trigger
Trello
Triggers when a Card is updated in Trello.
Instant
Trigger
Trello
Triggers when a new checklist is created in Trello.
Scheduled
Trigger
Trello
Triggers when a new label is created in Trello.
Scheduled
Trigger
Trello
Triggers when a label is added in a Trello card.
Instant
Trigger
Trello
Triggers when a new list on a board is added.
Scheduled
Trigger
Trello
Triggers when a new member joins a board.
Scheduled
Trigger
Trello
Triggers when you get a new notification in Trello.
Scheduled
Trigger
Trello
Creates a new checklist item in a card.
Scheduled
Action
Trello
Creates a new board.
Scheduled
Action
Trello
Adds a new card on a specific board and list.
Scheduled
Action
Trello
Archives a card.
Scheduled
Action
Trello
Adds one or more attachments to a specific card.
Scheduled
Action
Trello
Adds an existing label to a specific card.
Scheduled
Action
Trello
Moves a specific card to a list on a specific board.
Scheduled
Action
Trello
Adds one or more members to a specific card.
Scheduled
Action
Trello
Update a card's name, description, due date, or position in list.
Scheduled
Action
Trello
Adds a new (or existing) checklist to a card.
Scheduled
Action
Trello
Closes a board without permanently deleting it.
Scheduled
Action
Trello
Writes a new comment on a specific card.
Scheduled
Action
Trello
Completes an existing checklist item in a card.
Scheduled
Action
Trello
Creates a copy of an existing board.
Scheduled
Action
Trello
Deletes an existing checklist on a card.
Scheduled
Action
Trello
Adds a new label on a specific board.
Scheduled
Action
Trello
Adds a new list on a specific board.
Scheduled
Action
Trello
Removes an existing label from a card.
Scheduled
Action
Trello
Finds a label on a particular board by name.
Scheduled
Action
Trello
Finds a list on a particular board by name.
Scheduled
Action
Trello
Finds a checklist on a particular board or card by name.
Scheduled
Action
Trello
Finds a checklist item on a particular checklist by name.
Scheduled
Action
Trello
Finds a board in your Trello organization by name.
Scheduled
Action
Trello
Finds a card in your Trello organization by name, given a specified board and list. Does not search archived cards.
Scheduled
Action
Trello
Finds a member in your Trello organization by name.
Scheduled
Action
Trello
Finds or creates a specific board label.
Scheduled
Action
Trello
Finds or creates a specific board list.
Scheduled
Action
Trello
Finds or creates a specific checklist.
Scheduled
Action
Trello
Finds or creates a specific organization board.
Scheduled
Action
Trello
Finds or creates a specific organization card.
Scheduled
Action

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How Help Scout + Slack + Trello Integrations Work

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

Connect apps

Connect Help Scout + Slack + Trello

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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About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more