Affinda + Help Scout
Upload documents in Affinda when new conversations are assigned in Help Scout
This workflow activates when a new conversation is assigned in Help Scout, promptly uploading a related document in Affinda. Eliminate the need for time-consuming manual data transfers and streamline your support and document management processes with this one-step solution. Enjoy more efficiency and accuracy with this systematic method.
This workflow activates when a new conversation is assigned in Help Scout, promptly uploading a related document in Affinda. Eliminate the need for time-consuming manual data transfers and streamline your support and document management processes with this one-step solution. Enjoy more efficiency and accuracy with this systematic method.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Upload Document
Upload a document for parsing.
- Free forever for core features
- 14 day trial for premium features & apps
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
