Help Scout
Trello
zapier

An automated workflow using zapier

Connects Help Scout + Trello

Create Trello cards from new Help Scout conversations

About this workflow template

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.

Help Scout and Trello can also be integrated using automation tools other than zapier:

Diagram

Create Trello cards from new Help Scout conversations
Workflow diagram: Help Scout + Trello integration

How it works?

When this trigger fires in Help Scout

Help Scout

Conversation Created in Help Scout

Triggers when a new conversation is created.

Then this action happens in Trello

Trello

Create Card in Trello

Adds a new card on a specific board and list.

How to set up this workflow

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

Configure Applications

First, we need to connect Help Scout and Trello to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Help Scout to Zapier.

    Connect Help Scout to Zapier.

    Give Zapier access to your Help Scout account, using Help Scout credentials.

  • Connect Trello to Zapier.

    Connect Trello to Zapier.

    Give Zapier access to your Trello account, using Trello 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

    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

    Then set up an Action for Trello

    Choose this action: Create Card (Adds a new card on a specific board and list.).

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 Trello.

  • 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 Create Trello cards from new Help Scout conversations!

Supported triggers and actions

  • Trello

    New card

    Triggers when a new card is added.

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    triggerbyzapierautomateiopabbly-connect
  • Trello

    Card moved to list

    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).

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    triggerbyzapierautomateio
  • Trello

    New activity

    Triggers when there is activity in Trello.

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    triggerbyzapierautomateio
  • Trello

    New label added to card

    Triggers when a label is added in a Trello card.

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    triggerbyzapier
  • Trello

    Watch cards

    Triggers when a new card is added.

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    triggerbyintegromat
  • Trello

    New notification

    Triggers when you get a new notification in Trello.

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    triggerbyzapierautomateiopipedream
  • Help Scout

    Create conversation

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

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    actionbyzapierintegratelyalbato
  • Help Scout

    Create customer

    Creates a customer if it does not already exist.

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    actionbyzapierintegratelypabbly-connectalbato
  • Help Scout

    Add note

    Adds a note to existing conversation.

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    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.

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    actionbyzapierintegratelypabbly-connect
  • Help Scout

    Find customer

    Finds customer by email.

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    actionbyzapierpabbly-connect
  • Help Scout

    Get week report

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

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    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.

Trello

Trello

Task Management

A team collaboration tool that lets you manage projects and tasks

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

Zapier

Automation Platforms

No-code automation service

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.