Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Help Scout
Trigger: Watch Conversations
Sling
Action: Select an action
1. Select a trigger
  • 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).

  • Triggers when a customer is created.

  • Triggers when a satisfaction rating is received.

2. Select an action
  • Adds a user to the selected group.

  • Creates a new conversation.

  • Creates a new day part.

  • Creates a new group.

  • Creates a new message.

  • Creates a new sale.

  • Creates a new shift note.

  • Creates a new task.

  • Creates a new comment for the selected task.

  • Deletes the selected day part.

  • Deletes the selected group.

  • Deletes the selected message.

  • Deletes the sale.

  • Deletes the selected shift note.

  • Deletes the selected task.

  • Deletes the selected comment for the selected task.

  • Returns information about the selected group.

  • Returns information about the sale.

  • Returns information about the selected shift note.

  • Returns information about the selected task.

  • Performs an arbitrary authorized API call.

  • Removes the user from the selected group.

  • Updates the selected day part.

  • Updates the selected group.

  • Updates the selected message.

  • Updates the sale.

  • Updates the selected shift note.

  • Updates the selected task.

  • Updates the selected comment.

Select a trigger and an action

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