An automated workflow using integromat
Connects Help Scout + Slack
Send Slack messages 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 Integromat, a no-code workflow automation tool. Integromat 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 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 Slack
Create a Message in Slack
Creates a message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Slack messages for new Help Scout conversations.
Part I
Configure Applications
First, we need to connect Help Scout and Slack 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 Slack to Make.com.
Give Make.com 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 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 Slack
Choose this action: Create a Message (Creates a message.).
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 Send Slack messages 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.
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.
