Help Scout
When this happens...
Help ScoutNew Conversation
Then do this...
TrelloCreate 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

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

What You Need

  • Help Scout account
  • Trello account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Help Scout + Trello and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Customer

Triggers when a new customer is added.

Create Conversation

Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

Conversation Created

Triggers when a new conversation is created.

Create Customer

Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).

Tags Updated

Triggers when conversation tags are updated.

Add Note

Adds a note to existing conversation.

Card Updated

Triggers when a Card is updated in Trello.

Send Reply

Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.

New Notification

Triggers when you get a new notification in Trello.

Create List

Adds a new list on a specific board.

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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

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

See Trello Integrations