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Help Scout
Tools

Connect Help Scout and Tools integrations

Explore ready-made Help Scout and Tools templates and start automating in minutes.

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Create a custom workflow

Integrate Help Scout with Tools and automate the work that moves between them — no code required.

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
Tools
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

  • Get the value of a previously stored variable.

  • Get the values of previously stored variables.

  • Returns a value of 1 after first run. Every subsequent run will increment the returned value by 1.

  • Sets the value of a variable.

  • Sets the values of variables.

  • Sets the values of variables.

  • Pauses the run for up to 5 minutes.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Help Scout and Tools.

Basic trigger
Generates bundles with their own structure.
Trigger
Create a Chat Handle
Creates a new chat handle for an existing customer.
Action
Create a Conversation
Creates a conversation in a mailbox with at least one thread.
Action
Create a Customer
Creates a new customer.
Action
Create a Phone
Creates a new phone number for an existing customer.
Action
Create a Social Profile
Creates a new social profile for an existing customer.
Action
Create a Thread
Creates a new thread of chat, customer, note, phone, and reply.
Action
Create a Website
Creates a new website for an existing customer.
Action
Create an Email
Creates a new email for an existing customer
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.