LiquidPlanner

LiquidPlanner + Help Scout Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect LiquidPlanner and Help Scout, with as many as 152 possible integrations. Are you ready to find your productivity superpowers?

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Connect LiquidPlanner + Help Scout in Minutes

It's easy to connect LiquidPlanner + Help Scout and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew or Changed Client

This trigger will fire when a task is created or updated in your workspace.

InstantNew or Changed Document

A document has been created or updated in your workspace.

InstantNew or Changed Project

A project has been created or updated in your workspace.

Add Note

Adds a note to existing conversation.

Create Customer

Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).

InstantNew or Changed Comment

A comment has been created or updated in your workspace.

InstantNew or Changed Package

Triggered when a package is created or updated in LP.

InstantNew or Changed Task

A new task has been created in your workspace!

Create Conversation

Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

Send Reply

Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.

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