Slack + Help Scout + ProcessKit Integrations

How to connect Slack + Help Scout + ProcessKit

Zapier lets you send info between Slack, Help Scout, and ProcessKit automatically—no code required.

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Do even more with Slack + Help Scout + ProcessKit

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Slack, Help Scout, and ProcessKit. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Public Message Posted Anywhere
Triggers when a new message is posted to any public channel.
Trigger
Instant
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
New Message Posted to Channel
Triggers when a new message is posted to a specific #channel you choose.
Trigger
Instant
New Team Custom Emoji
Triggers when a custom emoji has been added to a team.
Trigger
Instant
New File
Triggers when a new file is uploaded to your workspace.
Trigger
Instant

New Mention
Triggers when a username or highlight word is mentioned in a public #channel.
Trigger
Instant
New Message Posted to Private Channel
Triggers when a new message is posted to a specific #private-channel or multi-dm.
Trigger
Instant

New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant

Slack
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
Instant
Trigger
Slack
Triggers when you save a message.
Instant
Trigger
Slack
Triggers when a new Slack user is created / first joins your org.
Instant
Trigger
Slack
Adds a reminder for yourself or a teammate, just like the
Scheduled
Action
Slack
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
Scheduled
Action
Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Scheduled
Action
Slack
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
Scheduled
Action
Slack
Creates a new channel.
Scheduled
Action
Slack
Post a new message to a private channel you choose. Can also schedule a message for later.
Scheduled
Action
Slack
Sets the topic on a selected channel.
Scheduled
Action
Slack
Update basic profile fields such as name or title
Scheduled
Action
Slack
Sets your Slack status to the given text and emoji.
Scheduled
Action
Slack
Finds a Slack message using the Slack Search feature.
Scheduled
Action
Slack
Finds a user by matching against their email instead of their username.
Scheduled
Action
Slack
Finds a user by their ID.
Scheduled
Action
Slack
Finds a user by matching against their real name instead of their username.
Scheduled
Action
Slack
Finds a user by their username.
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
ProcessKit
Triggers when a new project is created in ProcessKit.
Instant
Trigger
ProcessKit
Triggers when a project has been updated in ProcessKit.
Instant
Trigger
ProcessKit
Triggers when a task in a project has been marked completed.
Instant
Trigger
ProcessKit
Mark a task as complete.
Scheduled
Action
ProcessKit
Creates a client in ProcessKit
Scheduled
Action
ProcessKit
Create a new, empty task list in a project. Later, you can add tasks to it manually or via another Zapier action.
Scheduled
Action
ProcessKit
Creates a project in ProcessKit
Scheduled
Action
ProcessKit
Apply a tag to a project in ProcessKit. If the tag doesn't exist yet, this action can create the tag and then apply it.
Scheduled
Action
ProcessKit
Create a task in an existing task list in an existing project in ProcessKit.
Scheduled
Action
ProcessKit
Assign an existing task to a person in your ProcessKit account
Scheduled
Action
ProcessKit
Create a task list in a project. The task list and tasks will be built from a process template in your ProcessKit account.
Scheduled
Action
ProcessKit
Mark a task as not completed yet.
Scheduled
Action
ProcessKit
Updates a client in ProcessKit
Scheduled
Action
ProcessKit
Make updates to an existing project in ProcessKit, including updating project dates and other fields, moving a project to a different board, and associating a client with a project.
Scheduled
Action
ProcessKit
Update an existing task's title, content fields, start date, or due date.
Scheduled
Action
ProcessKit
Update an existing task field
Scheduled
Action
ProcessKit
Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.
Scheduled
Action
ProcessKit
Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.
Scheduled
Action
ProcessKit
Find a project in ProcessKit by its title
Scheduled
Action
ProcessKit
Find a project in ProcessKit by custom field values
Scheduled
Action
ProcessKit
Find a task within a project in ProcessKit
Scheduled
Action
ProcessKit
Find a task field in a task by its label. Enter the exact label text (case sensitive) for the field you want to find.
Scheduled
Action
ProcessKit
Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.
Scheduled
Action
ProcessKit
Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.
Scheduled
Action
ProcessKit
Find a project in ProcessKit by its title
Scheduled
Action
ProcessKit
Find a project in ProcessKit by custom field values
Scheduled
Action
ProcessKit
Find a task within a project in ProcessKit
Scheduled
Action

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How Slack + Help Scout + ProcessKit Integrations Work

Step 1: Authenticate Slack, Help Scout, and ProcessKit.
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 Slack + Help Scout + ProcessKit

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more

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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