Slack + Help Scout + Trello Integrations
Slack + Help Scout + Trello Integrations
Zapier lets you send info between Slack and Help Scout and Trello automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
- Free forever for core features
- 14 day trial for premium features & apps
Do even more with Slack + Help Scout + Trello
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 Trello. And don’t forget that you can add more apps and actions to create complex workflows.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel. Note: This trigger only supports attachment information for messages generated by bots. If you need to retrieve attachment information from non-bots, see this help document.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
User Name
Trigger on files created by a single user.
Shared
Trigger when files are shared with you. Please note that this will trigger on created files as well.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction
Only triggers when this reaction is added to a message. Use the dropdown to select one of your team's custom emoji or select
Use a Custom Valueand enter the name of a standard emoji. Use this cheat sheet for reference and be sure not to include the colons. Note that you cannot use an emoji's alias in this field.Channel
Only triggers on reactions added on messages in this public channel. Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
User
Only triggers on reactions added by this user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Toggle to send to multiple users.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.File
Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
Thread
If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example:
1345232312616.1231232.If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
Otherwise, add a search step and fetch the message you want.
Broadcast To Channel?
If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Fields left blank will be ignored.
Last Name
Fields left blank will be ignored.
Title
Fields left blank will be ignored.
Email
Changing a user's email address will send an email to both the old and new addresses, and also post a slackbot to the user informing them of the change.
User
Update selected values on this user's profile. This argument may only be specified by team admins on paid teams. Defaults to your status, when blank.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw Request User Info
Note: Zapier's Slack app supports a limited set of OAuth scopes/permissions, thus many of Slack's API endpoints aren't currently feasible.
Api Docs Info
API docs for Slack are located here https://api.slack.com/methods
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Search is case-insensitive
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
We search the normalized name, so don't worry about accents
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appMailboxRequired
Assigned User
Since this field is not option, if you don't pick a user, the trigger will fire whenever a conversation is assigned to any agent.
Tag
If you add more tags, conversation must have all of them for this trigger to fire.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailbox
Select which mailbox you'd like to watch for new customers.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planConversation IDRequired
Conversation ID where the note will be added. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).
TextRequired
Text of the note. You can use HTML markup.
User
User who is adding the note. The user must be authorized to add notes into the mailbox where the conversation in question exists, otherwise error will be returned.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Email
Customer's email. Please note that if there is existing customer with this email, this action will end up with an error.
Phone
Phone entry - the left input is the email type or location. Supported values are
fax,home,mobile,other,pager,work.Chat Handle
Chat handle entry - the left input is the chat handle type or location.
aim,gtalk,icq,msn,other,qq,skype,xmpp,yahoo.Social Profile
Social profile entry - the left input is the account type, supported values are
aboutme,facebook,flickr,forsquare,google,googleplus,linkedin,other,quora,tungleme,twitter,youtube.Website
URL of a website associated with the customer.
Background
Information about the customers. The value is displayed as Notes in the Help Scout UI.
Organization
Location
Job Title
Address
Following fields form a customer's address. The fields are optional but once you enter information into one field, you need to fill all other fields with the exception of address lines.
Address
City
State / Province
Postal Code / ZIP Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Customer ID for which you are updating properties. You can use Find Customer to get the customer ID or get the ID from a different source (New Customer trigger for example).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Customer's email.
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
User's email.
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's EmailRequired
Email address of the user whose report you'd like to get.
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
The field will be used to filter the conversations. Please note that the search is not using an exact match - for example
Workwill match subjectHealthy Workas well.Mailbox
Assigned User
Tag
StatusRequired
Email
Matches any email in
to,cc,bccor a email of a customer associated with the conversation.Custom Query
Advanced custom query as defined in the API documentation. For example
modifiedAt:[NOW-1HOUR]only matches conversation modified less than hour ago. This query is not validated, if you get it wrong, it might get unexpected results - invalid query is ignored. You can add multiple conditions joined byANDorOR. Examplenumber:1234 AND customerIds:100.MailboxRequired
Customer Label
Customer can be defined either via email or via ID. One of the fields must be set.
Customer ID
ID of the customer. To be used together with Find Customer search or Create Customer action. Either this Customer ID or email must be defined..
Customer's Email
Email of the customer. Either this email or customer ID must be defined..
From User
User who is sending the reply thus only applicable for
replyanddraftthread types.Thread TypeRequired
Select type of the thread. Not all types are equal, only
reply,draftandcustomercan haveccandbcc.Reply sends email to customer (unless the
importedflag is used), all the other types are from the customer.TextRequired
The conversation text. You can use HTML markup.
Assigned User
Cc
Bcc
Import OnlyRequired
When set, the conversation will not cause external effects - it won't send emails and notifications.
Trigger Auto Reply
Triggers Auto Reply feature if it's enabled.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
List
Further filter activity by list. Requires a board to be selected.
Card
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planActivityRequired
Only trigger for this type of activity/action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board
Choosing a board will trigger only for cards due on that board.
Time Before
How far before the due time do you want us to trigger? Note: The Trello API requires ~60 seconds for updates on cards to appear.
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
Only trigger for new checklists in this board.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
Pick a board that contains the card with the checklist you want to add an item to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card with the checklist you want to add an item to.
ChecklistRequired
Pick the checklist you want to add an item to.
Checklist Item NameRequired
Checklist Item Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ListRequired
NameRequired
Description
Trello uses Markdown formatting syntax.
Label
Pick a color label to apply to the card.
Custom Labels
Type names for custom labels (non-existing will be created).
Card Position
You can choose a specific number if you want.
Member
Requires a board to be selected.
Due Date
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
Checklist Name
Leave this blank if you don't want to add a checklist.
Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to add an attachment to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the attachment to.
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to move.
From List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to move.
To Board
Pick the board that has the list you would like the card to move to. Defaults to the board the card is currently in.
To ListRequired
Pick the list to move the card to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to update. A board must be selected if you want custom fields to be shown as options below.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to update.
Card Name
Leave this blank if you do not want to update the name.
Card Description
Leave this blank if you do not want to update the description. Trello uses Markdown formatting syntax.
Card Due Date
Leave this blank if you do not want to update the due date.
Due Complete
Card Position
Leave this blank if you do not want to update the position. Pick the position of the card in the list (can be top, bottom, or a positive number)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Choose a board to close.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card with the checklist item you want to complete.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card with the checklist item you want to complete.
ChecklistRequired
Pick the checklist which has the item you want to complete.
Checklist ItemRequired
Pick the checklist item you want to complete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card with the checklist you want to add an item to.
List
Filter cards below by list. Requires a board to be selected.
Card
Pick the card with the checklist you want to add an item to.
ChecklistRequired
Pick the checklist you want to add an item to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board that contains checklist you're looking for.
List
Filter cards below by list. Requires a board to be selected.
Card
Pick the card that contains the checklist you're looking for.
SearchRequired
Search by matching Checklist Name.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Board NameRequired
DescriptionRequired
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Channel
Triggers whenever a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Include Alias
Choose yes to trigger when someone creates a new name for an existing emoji.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Name
Linked mentions of this user will trigger the zap. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
Highlight Word
Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
The actual reminder text that should be sent to yourself or a user. To include URLs, Slack uses this syntax.
Remind when?Required
Slack parses natural language like "in 15 minutes" or "every Thursday". Times are relative to when the Zap actually runs.
Remind who?
Pick a user to remind. If you pick no one, you will be reminded.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.File
Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
Thread
If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example:
1345232312616.1231232.If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
Otherwise, add a search step and fetch the message you want.
Broadcast To Channel?
If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
Name for the channel to be created. Channel names are normalized by converting to lowercase, replacing any non-allowed characters with hyphens or underscore, and truncating to 80 characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Slack will auto-link @names and #channels where applicable.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Leave empty to clear.
Status Emoji
Use any emoji that's available in your Slack team, with leading and trailing
:.If emoji is blank when text isn't,
:speech_balloon:is used by default. If both text and emoji are empty, your status will be cleared.Expiration Time
Provide a specific date & time for this status to expire. Statuses will not expire by default.
You can also specify a duration for this status by entering in a value like
in 60 minutes, for example. Check out other ways you can use this field here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Search query to use for finding matching messages. See the Slack Search Documentation for more information on constructing a query.
Sort By
Sort messages by their match strength or by their date. Default is score.
Sort Direction
Sort matching messages in ascending or descending order. Default is descending.
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Search is case-insensitive
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
The leading
@is optionalReturn Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appMailboxRequired
Assigned User
Tag
If you add more tags, conversation must have all of them for this trigger to fire.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MailboxRequired
Assigned User
Tag
Filter conversations by tag. Please note: if a matching tag is present, this trigger will fire every time tags are updated on a conversation. If you add more than one tag, the conversation must have all of them for this trigger to run.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SubjectRequired
MailboxRequired
Customer Label
Customer can be defined either via email or via ID. One of the fields must be set.
Customer ID
ID of the customer. To be used together with Find Customer search or Create Customer action. Either this Customer ID or email must be defined..
Customer's Email
Email of the customer. Either this email or customer ID must be defined..
From User
User who is sending the reply thus only applicable for
replyanddraftthread types.Thread TypeRequired
Select type of the thread. Not all types are equal, only
reply,draftandcustomercan haveccandbcc.Reply sends email to customer (unless the
importedflag is used), all the other types are from the customer.TextRequired
The conversation text. You can use HTML markup.
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
When set, the conversation will not cause external effects - it won't send emails and notifications.
Trigger Auto Reply
Triggers Auto Reply feature if it's enabled.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ConversationRequired
Conversation ID of the conversation you are replying to. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).
CustomerRequired
ID of the customer you're replying to. If you used Find Conversation before to lookup the conversation, you can now set the Customer ID as a custom value. You can also use
Find Customerstep to resolve the customer by ID. The dropdown shows several recent customers and should only be used a last resort when you'r replying to a predefined static customer ID.TextRequired
Text of the note. You can use HTML markup.
User
User who is sending the reply. The user must be authorized to access the mailbox where the conversation in question exists, otherwise error will be returned.
Create as DraftRequired
If set, the reply won't be sent to the user and a draft reply will be created instead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
The field will be used to filter the conversations. Please note that the search is not using an exact match - for example
Workwill match subjectHealthy Workas well.Mailbox
Assigned User
Tag
StatusRequired
Email
Matches any email in
to,cc,bccor a email of a customer associated with the conversation.Custom Query
Advanced custom query as defined in the API documentation. For example
modifiedAt:[NOW-1HOUR]only matches conversation modified less than hour ago. This query is not validated, if you get it wrong, it might get unexpected results - invalid query is ignored. You can add multiple conditions joined byANDorOR. Examplenumber:1234 AND customerIds:100.
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Mailbox name.
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's EmailRequired
Email address of the user whose report you'd like to get.
Date Range StartRequired
Date Range EndRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's EmailRequired
Email address of the user whose report you'd like to get.
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Customer's email. Please note that if there is existing customer with this email, this action will end up with an error.
First NameRequired
Last NameRequired
Phone
Phone entry - the left input is the email type or location. Supported values are
fax,home,mobile,other,pager,work.Chat Handle
Chat handle entry - the left input is the chat handle type or location.
aim,gtalk,icq,msn,other,qq,skype,xmpp,yahoo.Social Profile
Social profile entry - the left input is the account type, supported values are
aboutme,facebook,flickr,forsquare,google,googleplus,linkedin,other,quora,tungleme,twitter,youtube.Website
URL of a website associated with the customer.
Background
Information about the customers. The value is displayed as Notes in the Help Scout UI.
Organization
Location
Job Title
Address
Following fields form a customer's address. The fields are optional but once you enter information into one field, you need to fill all other fields with the exception of address lines.
Address
City
State / Province
Postal Code / ZIP Code
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard
Choosing a board will trigger on all new cards on that board.
List
Requires a board to be selected.
Filter
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoard
If you do not select a board, only activities performed by you will trigger the zap. If you choose a board, activities on all cards on that board will trigger the zap, including cards you are not a member of.
List
Further filter activity by list. Requires a board to be selected.
Card
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBoardRequired
ListRequired
List where the card was moved to.
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BoardRequired
CardRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganization
NameRequired
DescriptionRequired
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to archive.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to archive.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the label you want to add.
LabelRequired
Requires a board to be selected.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the label to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to add members to.
Member(s)Required
Requires a board to be selected.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add members to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Pick a board that contains the card you want to add the checklist to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the checklist to.
Checklist NameRequired
Checklist to Copy
Requires a board to be picked.
Checklist Items
If you're copying a checklist, these will be added after its items.
Checklist Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
Filter cards below by board.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Choose a board to copy.
NameRequired
Enter the name of your new board.
Organization
Add the board to an organization (it'll be in your Personal Boards if left blank).
Permission Level
An Organization must be chosen if the "organization" option is chosen.
Allow Any Team Member to Join This Board?
Choose "Yes" to allow any team member to join this board without being invited (only applicable to team boards). To apply this setting, the "Permission Level" field can't be blank or set to
Private.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board to add the label to.
Label NameRequired
Color
Pick a color for the label.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Pick a board that contains the card you want to remove the label from.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to remove the label from.
LabelRequired
Requires a board to be selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board that contains checklist you're looking for.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card that contains the checklist you're looking for.
ChecklistRequired
Pick the checklist that contains the checklist item you're looking for.
SearchRequired
Search by matching Checklist Item Name.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List
Card NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Pick a board to add the label to.
Label NameRequired
Color
Pick a color for the label.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
Pick a board that contains the card you want to add the checklist to.
List
Filter cards below by list. Requires a board to be selected.
CardRequired
Pick the card to add the checklist to.
SearchRequired
Search by matching Checklist Name.
Checklist NameRequired
Checklist to Copy
Requires a board to be picked.
Checklist Items
If you're copying a checklist, these will be added after its items.
Checklist Position
You can choose a specific number if you want.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization
BoardRequired
ListRequired
Card NameRequired
Description
Trello uses Markdown formatting syntax.
Label
Pick a color label to apply to the card.
Custom Labels
Type names for custom labels (non-existing will be created).
Card Position
You can choose a specific number if you want.
Member
Requires a board to be selected.
Due Date
File Attachments
Use a comma to separate multiple files.
URL Attachments
Use a comma to separate multiple URLs.
Checklist Name
Leave this blank if you don't want to add a checklist.
Checklist Items
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
How to connect Slack + Help Scout + Trello
- Step 1: Authenticate Slack, Help Scout, and Trello.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.
About Slack
Related categories
Similar apps
Flowdock
Team Chat
Chatwork
Team Chat
Microsoft Teams
Microsoft, Team Chat
About Help Scout
Related categories
Similar apps
Zendesk
Customer Support