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HelpSpot + Microsoft Teams

Create Microsoft Teams channel messages for new HelpSpot requests

Stay informed about new support requests in real-time with this efficient workflow between HelpSpot and Microsoft Teams. When a new request comes in on HelpSpot, this automation sends a channel message in your designated Microsoft Teams channel. Keep your team updated and streamline your customer support process with this easy-to-implement solution.

Stay informed about new support requests in real-time with this efficient workflow between HelpSpot and Microsoft Teams. When a new request comes in on HelpSpot, this automation sends a channel message in your designated Microsoft Teams channel. Keep your team updated and streamline your customer support process with this easy-to-implement solution.

  1. When this happens...
    HelpSpotHelpSpot
    New Request

    Triggers when a new request is created.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HelpSpot triggers, actions, and search

    New Request

    Triggers when a new request is created.

    Trigger
    Instant
    Try It
  • Trigger
    Scheduled
    Try It
    • xRequestRequired

    • Subject

    • Note Body

    • Category

    • Note Type

    • HTML Note

    • Customer Id

    • First Name

    • Last Name

    • Email

    • Phone

    • Urgent

    • Mailbox

    • Opened Via

    • Email CC

    • Email BCC

    • Email Staff

    • Status

    • Open

    Action
    Write
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    Trigger
    Scheduled
    Try It
    • Subject

    • Note BodyRequired

    • Category

    • Note Type

    • HTML Note

    • Customer Id

    • First Name

    • Last Name

    • Email

    • Phone

    • Urgent

    • Mailbox

    • Opened Via

    • Email CC

    • Email BCC

    • Email Staff

    • Open

    • Status

    Action
    Write
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • ChatRequired

    • Exclude messages by you?

    Trigger
    Scheduled
    Try It
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helpspot logo

About HelpSpot

HelpSpot is a web based help desk software tool, making it easy for teams of all sizes to provide amazing customer support.

Related categories

  • Customer Support
microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn moreHelp

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