An automated workflow using integromat
Connects Help Scout + Trello
Create Trello cards from Help Scout conversations assigned to a specific user
About this workflow template
This automation scenario allows you to connect Help Scout and Trello
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 Trello 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 Trello
Create a Card in Trello
Creates a new card.
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 Help Scout conversations assigned to a specific user.
Part I
Configure Applications
First, we need to connect Help Scout and Trello 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 Trello to Make.com.
Give Make.com 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 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 Trello
Choose this action: Create a Card (Creates a new card.).
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 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 Help Scout conversations assigned to a specific user!
Related Automation Templates
Supported triggers and actions
New card
Triggers when a new card is added.
triggerbyzapierautomateiopabbly-connectCard 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).
triggerbyzapierautomateioNew activity
Triggers when there is activity in Trello.
triggerbyzapierautomateioNew label added to card
Triggers when a label is added in a Trello card.
triggerbyzapierWatch cards
Triggers when a new card is added.
triggerbyintegromatNew notification
Triggers when you get a new notification in Trello.
triggerbyzapierautomateiopipedream
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.
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.
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.
