How to connect Help Scout + Userflow
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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
- Userflow
Triggers when a user has completed all tasks in a checklist.
Instant
Trigger
- Userflow
Triggers when a user dismisses a checklist.
Instant
Trigger
- Userflow
Triggers when a checklist is started for a user.
Instant
Trigger
- Userflow
Triggers when a user completes a checklist task.
Instant
Trigger
- Userflow
Triggers when an event is tracked in Userflow.
Instant
Trigger
- Userflow
Triggers when a flow is completed by a user by reaching a goal step. If the flow has any survey questions, the answers will be provided.
Instant
Trigger
- Userflow
Triggers when a flow a dismisses a flow or it automatically ends. If the flow has any survey questions, the answers will be provided.
Instant
Trigger
- Userflow
Triggers when a flow is started for a user.
Instant
Trigger
- Userflow
Triggers when a group (company/account/tenant/organization) is updated (or created) in Userflow.
Instant
Trigger
- Userflow
Triggers when a user activates (i.e. clicks or hovers over) a launcher.
Instant
Trigger
- Userflow
Triggers when a launcher is dismissed for a user.
Instant
Trigger
- Userflow
Triggers when a user sees a launcher.
Instant
Trigger
- Userflow
Triggers when a user answers a single question in a flow.
Instant
Trigger
- Userflow
Triggers when a user is updated (or created) in Userflow.
Instant
Trigger
- Userflow
Tracks an event for a user/group.
Scheduled
Action
- Userflow
Updates (or creates) a group (company/account/tenant/organization).
Scheduled
Action
- Userflow
Updates (or creates) a user.
Scheduled
Action
- Userflow
Finds an existing group (company/account/tenant/organization). You can filter by group ID, or by user ID to find groups that this user is a member of.
Scheduled
Action
- Userflow
Finds an existing user. You can filter by user ID or email, or by group ID to find all users in a group (company/account/tenant/organization).
Scheduled
Action
- Userflow
Finds an existing group (company/account/tenant/organization). You can filter by group ID, or by user ID to find groups that this user is a member of.
Scheduled
Action
- Userflow
Finds an existing user. You can filter by user ID or email, or by group ID to find all users in a group (company/account/tenant/organization).
Scheduled
Action
How Help Scout + Userflow Integrations Work
- Step 1: Authenticate Help Scout and Userflow.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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