Help Scout
Slack
integromat

An automated workflow using integromat

Connects Help Scout + Slack

Send Slack messages for new Help Scout conversations

About this workflow template

This automation scenario allows you to connect Help Scout and Slack

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Help Scout and Slack can also be integrated using automation tools other than integromat:

Diagram

Send Slack messages for new Help Scout conversations
Workflow diagram: Help Scout + Slack integration

How it works?

When this trigger fires in Help Scout

Help Scout

Watch Conversations in Help Scout

Triggers when one or more of the following events occur (Conversation Agent Reply Created, Conversation Assigned, Conversation Created, Conversation Customer Reply Created, Conversation Deleted, Conversation Merged, Conversation Moved, Conversation Note Created, Status Changed in Conversation, Tags Created, Edited, Removed, or Merged in Conversation).

Then this action happens in Slack

Slack

Create a Message in Slack

Creates a message.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send Slack messages for new Help Scout conversations.

Part I

Configure Applications

First, we need to connect Help Scout and Slack to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Help Scout to Make.com.

    Connect Help Scout to Make.com.

    Give Make.com access to your Help Scout account, using Help Scout credentials.

  • Connect Slack to Make.com.

    Connect Slack to Make.com.

    Give Make.com access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Help Scout

    Set up a Trigger action for Help Scout

    Choose the following trigger: Watch Conversations (Triggers when one or more of the following events occur (Conversation Agent Reply Created, Conversation Assigned, Conversation Created, Conversation Customer Reply Created, Conversation Deleted, Conversation Merged, Conversation Moved, Conversation Note Created, Status Changed in Conversation, Tags Created, Edited, Removed, or Merged in Conversation).).

  • Then set up an Action for Slack

    Then set up an Action for Slack

    Choose this action: Create a Message (Creates a message.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Help Scout and Slack.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Send Slack messages for new Help Scout conversations!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • Help Scout

    Create conversation

    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

    zapierintegratelyalbato
    actionbyzapierintegratelyalbato
  • Help Scout

    Create customer

    Creates a customer if it does not already exist.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Help Scout

    Add note

    Adds a note to existing conversation.

    zapierautomateiointegratelypabbly-connect
    actionbyzapierautomateiointegratelypabbly-connect
  • Help Scout

    Send reply

    Replies to a conversation. Please note that this will send actual email to the customer unless `draft` flag is used.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Help Scout

    Find customer

    Finds customer by email.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Help Scout

    Get week report

    Get a user's support metrics for the current week.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

Help Scout

Help Scout

Customer Support

Web-based help desk designed for exceptional customer experience

Help Scout is a customer support platform ideal for businesses of all sizes. With a clutter-free interface, integrations, API, and a free iPhone app, Help Scout allows you to focus on delivering top-notch customer service with ease.

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.