Help Scout + Trello

Turn Help Scout conversations into Trello cards

When this happens
Step 1: Conversation Created
Then do this
Step 2: Create Card

Log your conversations and organize them easily with this Help Scout to Trello automation. Once set up, every time a new conversation is started in Help Scout, Zapier will create a new card in Trello. This integration will help you keep track of important conversations, and stay on track for your next task.

How It Works

A new conversation is started in Help Scout
Zapier will create a new card in Trello

What You Need

Help Scout account
Trello 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
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

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.

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