Help Scout + Slack

Get Slack notifications for new Help Scout conversations

When this happens
Step 1: Conversation Created
Then do this
Step 2: Send Channel Message

Want to keep everyone on your team on the same page when it comes to new conversations that are created in Help Scout? With Zapier, you can automatically send those conversations to any Slack channel you'd like for immediate notification and high visibility.

How it works

A new conversation is created in Help Scout
Zapier posts conversation details to Slack

What you'll need

Help Scout account
Slack account

Try this template

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

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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