Help Scout + Userflow Integrations

How to connect Help Scout + Userflow

Zapier lets you send info between Help Scout and Userflow automatically—no code required.

When this happens...

Conversation Assigned

Triggers when a conversation is assigned to agent.

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Create/Update Group

Updates (or creates) a group (company/account/tenant/organization).

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
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 + 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.

Connect apps

Connect Help Scout + Userflow

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