Create Help Scout conversations from new Cognito Forms entries
Create Help Scout conversations from new Cognito Forms entries
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Apps used in template
About
Every time someone fills out your Gognito Form, Make will automatically create a new conversation in Help Scout. If the respondent's data does not exist yet in Help Scout, Make will also create a new customer. In order for this template to work, your Gognito Form should ask, among other things, for the respondent's email address, name and surname.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new chat handle for an existing customer.
Creates a conversation in a mailbox with at least one thread.
Creates a new customer.
Creates a new phone number for an existing customer.
Creates a new social profile for an existing customer.
Creates a new thread of chat, customer, note, phone, and reply.
Creates a new website for an existing customer.
Creates a new email for an existing customer
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