Help Scout + Zengine Integrations

How to connect Help Scout + Zengine

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

When this happens...

Conversation Assigned

Triggers when a conversation is assigned to agent.

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Delete Record

Deletes a record.

Popular Help Scout + Zengine workflows

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Create a HelpScout conversation from Zengine
Zengine + Help Scout
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When this happens
Step 1: New Record
Then do this
Step 2: Create Conversation
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Create a HelpScout conversation from Zengine
Create a HelpScout conversation from Zengine
Zengine + Help Scout

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
Zengine
Triggers when a new event is added.
Instant
Trigger
Zengine
Triggers when a new record is added to a form of your choice.
Instant
Trigger
Zengine
Triggers when a new task is added.
Instant
Trigger
Zengine
Triggers when any record is updated in a form of your choice.
Instant
Trigger
Zengine
Adds a comment to a record or workspace.
Scheduled
Action
Zengine
Adds a record to a form.
Scheduled
Action
Zengine
Deletes a record.
Scheduled
Action
Zengine
Updates a record.
Scheduled
Action
Zengine
Uploads a file, which can then be saved to a file upload field in a New Record or Update Record action.
Scheduled
Action
Zengine
Finds an existing record.
Scheduled
Action
Zengine
Finds or creates a specific searchRecord.
Scheduled
Action

How Help Scout + Zengine Integrations Work

Step 1: Authenticate Help Scout + Zengine.
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 + Zengine

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

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About Zengine

Zengine by WizeHive is a flexible solution for managing grants, scholarships, fellowships, and more through the entire program lifecycle—providing tailored workflows, engaging experiences, and impact analysis to mission-driven organizations.

Learn More