HelpSpot + Zapier Tables
Manage new HelpSpot requests by creating records in Zapier Tables
Set up this workflow to streamline your task handling process in your team. Whenever new request enters your HelpSpot, it promptly creates a corresponding record in a table on Zapier Tables. This allows you to keep track of requests and manage them efficiently — ensuring no request is overlooked or forgotten. Boost your productivity and ensure smooth operations with this automated setup.
Set up this workflow to streamline your task handling process in your team. Whenever new request enters your HelpSpot, it promptly creates a corresponding record in a table on Zapier Tables. This allows you to keep track of requests and manage them efficiently — ensuring no request is overlooked or forgotten. Boost your productivity and ensure smooth operations with this automated setup.
- When this happens...New Request
Triggers when a new request is created.
- automatically do this!Create Record
Creates a new record on a table.
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New Request
Triggers when a new request is created.
Try ItCategory
Status
Open/Closed
Customer ID
First Name
Last Name
Email
Phone
Search String
Try ItxRequestRequired
Subject
Note Body
Category
Note Type
HTML Note
Customer Id
First Name
Last Name
Email
Phone
Urgent
Mailbox
Opened Via
Email CC
Email BCC
Email Staff
Status
Open
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try It
Update
Triggers when a request is updated.
Try ItSubject
Note BodyRequired
Category
Note Type
HTML Note
Customer Id
First Name
Last Name
Email
Phone
Urgent
Mailbox
Opened Via
Email CC
Email BCC
Email Staff
Open
Status
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try It