An automated workflow using zapier
Connects Help Scout + Slack
Get Slack notifications 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 Zapier, a no-code workflow automation tool. Zapier 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.
Categories
Help Scout and Slack can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Help Scout
Conversation Created in Help Scout
Triggers when a new conversation is created.
Then this action happens in Slack
Send Channel Message in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Get Slack notifications for new Help Scout conversations.
Part I
Configure Applications
First, we need to connect Help Scout and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Help Scout to Zapier.
Give Zapier access to your Help Scout account, using Help Scout credentials.
Connect Slack to Zapier.
Give Zapier 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 Zapier.
Set up a Trigger action for Help Scout
Choose the following trigger: Conversation Created (Triggers when a new conversation is created.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Get Slack notifications for new Help Scout conversations!
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
actionbyzapierintegratelyalbatoCreate customer
Creates a customer if it does not already exist.
actionbyzapierintegratelypabbly-connectalbatoAdd note
Adds a note to existing conversation.
actionbyzapierautomateiointegratelypabbly-connectSend reply
Replies to a conversation. Please note that this will send actual email to the customer unless `draft` flag is used.
actionbyzapierintegratelypabbly-connectFind customer
Finds customer by email.
actionbyzapierpabbly-connectGet week report
Get a user's support metrics for the current week.
actionbyzapierintegrately
Apps you need
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 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.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
