Help Scout + Zendesk + Keap Max Classic Integrations
How to connect Help Scout + Zendesk + Keap Max Classic
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Do even more with Help Scout + Zendesk + Keap Max Classic
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Help Scout, Zendesk, and Keap Max Classic. And don’t forget that you can add more apps and actions to create complex workflows.
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
- Zendesk
Triggers when a new group is created.
Scheduled
Trigger
- Zendesk
Triggers when a new organization is added to Zendesk.
Scheduled
Trigger
- Zendesk
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
Scheduled
Trigger
- Zendesk
Triggers when there is activity (an audit) on a specific ticket. Can only watch one ticket per Zap.
Scheduled
Trigger
- Zendesk
Triggers when a new ticket is added to a view.
Scheduled
Trigger
- Zendesk
Triggers when a new user is created.
Scheduled
Trigger
- Zendesk
Triggers when a new view is created.
Scheduled
Trigger
- Zendesk
Create a new organization.
Scheduled
Action
- Zendesk
Create a new ticket.
Scheduled
Action
- Zendesk
Attach a file to an existing ticket.
Scheduled
Action
- Zendesk
Add a comment to an existing ticket.
Scheduled
Action
- Zendesk
Add one or more tags to an existing ticket.
Scheduled
Action
- Zendesk
Update an existing organization.
Scheduled
Action
- Zendesk
Update an existing ticket status or add comments.
Scheduled
Action
- Zendesk
Update an existing user.
Scheduled
Action
- Zendesk
Create a new user.
Scheduled
Action
- Zendesk
Finds an existing agent.
Scheduled
Action
- Zendesk
Finds an existing group.
Scheduled
Action
- Zendesk
Finds an existing organization.
Scheduled
Action
- Zendesk
Finds an existing ticket.
Scheduled
Action
- Zendesk
Finds an existing user.
Scheduled
Action
- Zendesk
Finds or creates a specific organization.
Scheduled
Action
- Zendesk
Finds or creates a specific ticket.
Scheduled
Action
- Zendesk
Finds or creates a specific user.
Scheduled
Action
- Keap Max Classic
Triggered when a new action sequence is added.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new affiliate.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new company.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new contact.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new action for a contact (task, note, or appointment).
Scheduled
Trigger
- Keap Max Classic
Triggers when a tag gets added to a contact.
Instant
Trigger
- Keap Max Classic
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new expense for an opportunity or leadsource.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new invoice.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new opportunity.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new invoice (with line item support).
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new product.
Scheduled
Trigger
- Keap Max Classic
Triggers when a contact subscribes to plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when a contact unsubscribes from plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new subscription plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new tag.
Scheduled
Trigger
- Keap Max Classic
Create a new company.
Scheduled
Action
- Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
Scheduled
Action
- Keap Max Classic
Applies a tag to an existing contact.
Scheduled
Action
- Keap Max Classic
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Scheduled
Action
- Keap Max Classic
Creates a note on an existing contact
Scheduled
Action
- Keap Max Classic
Creates a new order.
Scheduled
Action
- Keap Max Classic
Create a new Product.
Scheduled
Action
- Keap Max Classic
Updates an existing contact.
Scheduled
Action
- Keap Max Classic
Find a Contact by their Email Address or Username.
Scheduled
Action
- Keap Max Classic
Find an Invoice by specifying a Contact and Invoice details.
Scheduled
Action
- Keap Max Classic
Finds or creates a specific contact.
Scheduled
Action
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How Help Scout + Zendesk + Keap Max Classic Integrations Work
- Step 1: Authenticate Help Scout, Zendesk, and Keap Max Classic.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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