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
Anthropic Claude
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
  • Creates a memory in a memory store.

  • Creates a memory store.

  • Creates a new prompt based on a structured list of input messages.

  • Creates a session.

  • Creates a new Skill.

  • Creates a new Skill version.

  • Deletes an existing file.

  • Deletes an existing Skill.

  • Deletes an existing Skill version.

  • Downloads a Claude-generated file.

  • Retrieves an existing file's metadata.

  • Retrieves an existing Skill.

  • Retrieves an existing Skill version.

  • Performs an arbitrary authorized API call.

  • Sends events to a session.

  • Generates text responses from prompts without requiring an account or connection.

  • Uploads a new file.

Select a trigger and an action

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