An automated workflow using integromat
Connects Help Scout + ClickUp
Create ClickUp tasks from new Help Scout conversations
About this workflow template
This automation scenario allows you to connect Help Scout and ClickUp
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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 ClickUp can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in 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 ClickUp
Create a Task in ClickUp
Creates new task in a specific list or sub-task in a specific task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create ClickUp tasks from new Help Scout conversations.
Part I
Configure Applications
First, we need to connect Help Scout and ClickUp to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Help Scout to Make.com.
Give Make.com access to your Help Scout account, using Help Scout credentials.
Connect ClickUp to Make.com.
Give Make.com access to your ClickUp account, using ClickUp 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
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 ClickUp
Choose this action: Create a Task (Creates new task in a specific list or sub-task in a specific task.).
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 ClickUp.
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 ClickUp tasks from new Help Scout conversations!
Related Automation Templates
Supported triggers and actions
New task
Triggers when tasks are added.
triggerbyzapierautomateiopabbly-connectalbatoTask changes
Triggers when a task changes.
triggerbyzapierWatch tasks
Triggers when a task or subtask is created or updated.
triggerbyintegromatNew task (instant)
Triggers instantly when a new task is created
triggerbypabbly-connectpipedreamNew folder (instant)
New folder (instant)
triggerbypipedreamNew list (instant)
New list (instant)
triggerbypipedream
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.
ClickUp is a highly-rated, cloud-based project management tool that consolidates tasks, docs, chat, and goals into a single, customizable platform. Used by top companies like Airbnb, Google, and Uber, it's perfect for anyone looking to simplify their workload.
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.
