Podio + Help Scout Integrations
How to connect Podio + Help Scout
Zapier lets you send info between Podio and Help Scout automatically—no code required.
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
Adds a note to existing conversation.
New ApplicationTriggers when you add a new app.Trigger- New ActionTriggers instantly when an action happens inside an app which you choose.Trigger
- New ItemTriggers when you add a new item, record or entry to an app (standard or custom).Trigger
- Item UpdatedTriggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.Trigger
- New OrganizationTriggers when you add a new org.Trigger
- New WorkspaceTriggers when you add a new space.Trigger
- New ActivityTriggers whenever there is activity in your stream.Trigger
- New TaskTriggers when you add a new task.Trigger
- Podio
Triggers when a new view is added.
Scheduled
Trigger
- Podio
Create a new item, record or entry inside an app (standard or custom).
Scheduled
Action
- Podio
Add a status update to a workspace stream.
Scheduled
Action
- Podio
Create a new task.
Scheduled
Action
- Podio
Update an item, record or entry inside an app (standard or custom).
Scheduled
Action
- Podio
Find an item by title in an app.
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 Podio + Help Scout Integrations Work
- Step 1: Authenticate Podio + 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.
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