Create Help Scout conversations from new Cognito Forms entries

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Apps used in template

Cognito Forms

Help Scout

Flow Control

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.

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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.

Array aggregator

Aggregator

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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