This automation scenario allows you to connect Help Scout and Trello
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 Trello can also be integrated using automation tools other than zapier:
When this trigger fires in Help Scout
Triggers when a new conversation is created.
Then this action happens in Trello
Adds a new card on a specific board and list.
This guide contains information on how to set up an automatic workflow that allows to Create Trello cards from new Help Scout conversations.
Part I
First, we need to connect Help Scout and Trello 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 Trello to Zapier.
Give Zapier access to your Trello account, using Trello credentials.
Part II
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 Trello
Choose this action: Create Card (Adds a new card on a specific board and list.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Help Scout and Trello.
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 Create Trello cards from new Help Scout conversations!
Triggers when a new card is added.
Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).
Triggers when there is activity in Trello.
Triggers when a label is added in a Trello card.
Triggers when a new card is added.
Triggers when you get a new notification in Trello.
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Creates a customer if it does not already exist.
Adds a note to existing conversation.
Replies to a conversation. Please note that this will send actual email to the customer unless `draft` flag is used.
Finds customer by email.
Get a user's support metrics for the current week.
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.
Trello is an easy-to-use collaboration tool that helps you organize your projects, no matter the size. With boards, lists, and cards, you can prioritize tasks and stay on top of everything from the big picture to the smallest details. Connect with your team in real-time and integrate with other key tools for seamless cross-team collaboration.
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.