Process Street + Help Scout Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Process Street and Help Scout.


Get started with workflows like: Create Process Street checklists for Help Scout conversations. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Process Street + Help Scout in Minutes

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

All Triggers & Actions

InstantNew Attachment

Triggers on a new attachment.

InstantNew Comment

Triggers when someone posts a comment.

InstantConversation Assigned

Triggers when a conversation is assigned to agent.

New Customer

Triggers when a new customer is added.

InstantNew Checklist

Triggers when a new checklist is created.

InstantNew Task Checked

Triggers when a checklist task is checked off.

InstantConversation Created

Triggers when a new conversation is created.

InstantTags Updated

Triggers when conversation tags are updated.

How Process Street + Help Scout Integrations Work

  1. Step 1: Authenticate Process Street + Help Scout.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Process Street + Help Scout