MaintainX + Help Scout Integrations

How to connect MaintainX + Help Scout

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Supported triggers and actions

What does this mean?

New Category on Work Order
Triggers when a new category is added to a work order.
Trigger
Instant
New Work Order
Triggers when a new work order is created.
Trigger
Instant
Work Order Status Change
Triggers when a work order status is changed.
Trigger
Instant
Add Existing Categories to a Work Order
Adds Existing Categories to a Work Order
Action
Write
Create New Message
Creates a new Message in a Conversation.
Action
Write

Create Work Order Comment
Creates a new Comment on a Work Order.
Action
Write
Create Work Order
Creates a new Work Order.
Action
Write

Create Work Request
Creates a new Work Request.
Action
Write

MaintainX
Find an Entity by a specified field.
Scheduled
Action
Help Scout
Triggers when a conversation is assigned to agent.
Instant
Trigger
Help Scout
Triggers when a new conversation is created.
Instant
Trigger
Help Scout
Triggers when a new customer is added.
Scheduled
Trigger
Help Scout
Triggers when conversation tags are updated.
Instant
Trigger
Help Scout
Adds a note to existing conversation.
Scheduled
Action
Help Scout
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Scheduled
Action
Help Scout
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Scheduled
Action
Help Scout
Replies to a conversation. Please note that this will send actual email to the customer unless
Scheduled
Action
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

How MaintainX + Help Scout Integrations Work

Step 1: Authenticate MaintainX and Help Scout.
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 MaintainX + Help Scout

About MaintainX

MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily operations of your business.

Related categories

Task Management

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