How to connect Help Scout + Spiro
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- Conversation AssignedTriggers when a conversation is assigned to agent.Trigger
- Conversation CreatedTriggers when a new conversation is created.Trigger
- New CustomerTriggers when a new customer is added.Trigger
- Tags UpdatedTriggers when conversation tags are updated.Trigger
- Add NoteAdds a note to existing conversation.Action
- Create ConversationCreates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.Action
- Create CustomerCreates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).Action
- Send ReplyReplies to a conversation. Please note that this will send actual email to the customer unlessAction
- 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
- Spiro
Triggers when company updated.
Instant
Trigger
- Spiro
Triggers when a contact is updated on your selected fields.
Instant
Trigger
- Spiro
Triggers when opportunity sales stage changes.
Instant
Trigger
- Spiro
Triggers when new company created.
Instant
Trigger
- Spiro
Triggers when new activity is created.
Instant
Trigger
- Spiro
Triggers when new contact is created.
Instant
Trigger
- Spiro
Triggers when new custom entity created.
Instant
Trigger
- Spiro
Triggers when new opportunity created.
Instant
Trigger
- Spiro
Triggers when new reminder is created.
Instant
Trigger
- Spiro
Triggers when new ticket created.
Instant
Trigger
- Spiro
Triggers when new user created.
Instant
Trigger
- Spiro
Triggers when an opportunity is updated.
Instant
Trigger
- Spiro
Triggers when opportunity closed won.
Instant
Trigger
- Spiro
Triggers when a company is updated and pulls records for a custom entity associated to the company (with line items support).
Instant
Trigger
- Spiro
Triggers when a contact is updated and pulls records for a custom entity associated to the contact (with line items support).
Instant
Trigger
- Spiro
Triggers when an opportunity is updated and pulls records for a custom entity associated to the opportunity (with line items support).
Instant
Trigger
- Spiro
Triggers when a ticket is updated on your selected fields.
Instant
Trigger
- Spiro
Triggers when custom entity updated.
Instant
Trigger
- Spiro
Triggers when user updated.
Instant
Trigger
- Spiro
Clones opportunity.
Scheduled
Action
- Spiro
Creates a new list entity record (under company).
Scheduled
Action
- Spiro
Creates a new company.
Scheduled
Action
- Spiro
Creates a new list entity record (under contact).
Scheduled
Action
- Spiro
Creates a new contact.
Scheduled
Action
- Spiro
Creates a new list entity record.
Scheduled
Action
- Spiro
Creates interaction for contact.
Scheduled
Action
- Spiro
Creates a new company opportunity.
Scheduled
Action
- Spiro
Creates new opportunity from a contact.
Scheduled
Action
- Spiro
Creates a new list entity record (under opportunity).
Scheduled
Action
- Spiro
Creates reminder for contact.
Scheduled
Action
- Spiro
Creates reminder for company.
Scheduled
Action
- Spiro
Creates reminder for opportunity.
Scheduled
Action
- Spiro
Creates ticket for the contact.
Scheduled
Action
- Spiro
Updates company.
Scheduled
Action
- Spiro
Updates contact.
Scheduled
Action
- Spiro
Updates list entity record.
Scheduled
Action
- Spiro
Updates opportunity.
Scheduled
Action
- Spiro
Updates reminder.
Scheduled
Action
- Spiro
Updates section entity record.
Scheduled
Action
- Spiro
Updates ticket.
Scheduled
Action
- Spiro
Updates user. Only admins are allowed to use this action.
Scheduled
Action
- Spiro
Find Company by a field and value you choose.
Scheduled
Action
- Spiro
Find company and return all custom objects for that company.
Scheduled
Action
- Spiro
Find a Contact by a field and value you choose.
Scheduled
Action
- Spiro
Find contact and return all custom objects for that contact.
Scheduled
Action
- Spiro
Lookup Row in List Entities.
Scheduled
Action
- Spiro
Finds many matched entities (20 max.) With Line Items Support.
Scheduled
Action
- Spiro
Find Opportunity by a field and value you choose.
Scheduled
Action
- Spiro
Find opportunity and return all custom objects for that opportunity.
Scheduled
Action
- Spiro
Find a Ticket by a field and value you choose.
Scheduled
Action
- Spiro
Find User by a field and value you choose.
Scheduled
Action
- Spiro
Find or Create Company
Scheduled
Action
- Spiro
Find or Create Contact
Scheduled
Action
- Spiro
Find or Create Opportunity
Scheduled
Action
- Spiro
Find or Create Ticket
Scheduled
Action
How Help Scout + Spiro Integrations Work
- Step 1: Authenticate Help Scout and Spiro.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.
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