How to connect Podio + Help Scout
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- 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 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.
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