• Help Scout logoHelp Scout logo
  • Trello logoTrello logo

Help Scout + Trello Integrations

How to connect Help Scout + Trello

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Help Scout logo
Trello logo

Do Even More with Help Scout + Trello

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Help Scout + Trello workflows do more for them.

  • 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

  • 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 this Trello account joins a card.

    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

How Help Scout + Trello Integrations Work

  1. Step 1: Authenticate Help Scout and Trello.
    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.

Trello Tutorials

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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About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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