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Help Scout
Tally

Connect Help Scout and Tally

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

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Create a custom workflow

Integrate Help Scout with Tally 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.

Tally
Trigger: Watch New Responses
Help Scout
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • 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

  • Creates or updates an address for an existing customer.

  • Deletes a chat handle of a customer.

  • Deletes a conversation.

  • Deletes a phone number of a customer.

  • Deletes a website of a customer.

  • Deletes an address of a customer.

  • Deletes an email of a customer.

  • Deletes a social profile of a customer.

  • Gets information about a conversation by ID.

  • Gets information about a customer by ID.

  • Gets information about a mailbox by ID.

  • Gets the address of a customer with a given ID.

  • Performs an arbitrary authorized API call.

  • Updates a chat handle of a customer.

  • Updates conversation data.

  • Updates customer data.

  • Updates a phone number of a customer.

  • Updates a social profile of a customer.

  • Updates an existing thread.

  • Updates a website of a customer.

  • Updates an email of a customer.

  • Updates customer properties.

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 Tally.

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
Create/Update an Address
Creates or updates an address 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.