Create to-dos in Basecamp when new conversations are assigned in Help Scout
Maintain organization and tackle customer queries more efficiently as soon as a new conversation is assigned in Help Scout. This automated workflow will generate a new to-do item in Basecamp, allowing you to systematically monitor and resolve customer issues promptly. This seamless integration between Help Scout and Basecamp reduces the hassle of manual task creation, boosting productivity and customer satisfaction.
Maintain organization and tackle customer queries more efficiently as soon as a new conversation is assigned in Help Scout. This automated workflow will generate a new to-do item in Basecamp, allowing you to systematically monitor and resolve customer issues promptly. This seamless integration between Help Scout and Basecamp reduces the hassle of manual task creation, boosting productivity and customer satisfaction.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Create To-Do
Triggers when a new to-do is created in a to-do list.
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MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
First NameRequired
Last NameRequired
Email
Phone
Chat Handle
Social Profile
Website
Background
Organization
Location
Job Title
Address
Address
City
State / Province
Postal Code / ZIP Code
Country
MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItSubjectRequired
MailboxRequired
Customer Label
Customer ID
Customer's Email
From User
Thread TypeRequired
TextRequired
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
Trigger Auto Reply
ConversationRequired
CustomerRequired
TextRequired
User
Create as DraftRequired