Formaloo + HelpScout Integration

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Create Your Own Formaloo & HelpScout Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New successful payment in Formaloo
Triggers the automation when any payment is made successfully
Instant
Form is submitted in Formaloo
Triggers the automation when a form is filled
Instant
Conversion is created in HelpScout
Triggers the automation when a conversion occurs
Instant
Conversion tags are updated in HelpScout
Triggers the automation when conversion tags are updated
Instant
Conversation is assigned in HelpScout
Triggers the automation when someone is assigned to a conversation
Instant
Customer is created in HelpScout
Triggers the automation when a new customer is created

Create conversation in HelpScout
Start a new conversation with speicified recipients
Search conversation in HelpScout
Searches for keywords within a conversation
Create customer in HelpScout
Adds a new customer to the database
Search customer in HelpScout
Locates and retrieves customer information
Add note in HelpScout
Adds a note to the selected item
Update customer properties in HelpScout
Updates customer information and properties based on particular criteria
Update customer in HelpScout
Updates a customer's information
Search user in HelpScout
Searches for a user
Send reply in HelpScout
Sends a reply
Search mailbox in HelpScout
Searches for a mailbox
Get week report in HelpScout
Generates a report summarizing tasks completed and progress made in the past week
Get day report in HelpScout
Retrieves and summarize daily activity and performance data for review
Get custom report in HelpScout
Generates a personalized report based on particular criteria

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You Can Also Connect Formaloo or HelpScout With 1200+ Other Apps

Formaloo is the Customer Data Platform designed to unlock the hidden value in your data. It allows you to reach out to customers using their behavior, expectations, personal tastes, and their preferences when making a purchase decision.

See Formaloo Integrations

Help Scout aims to make every customer service interaction a more human one. Using Help Scout, you can consolidate all your inboxes, create rich profiles of your customers and respond to users in real time from any device.

See HelpScout Integrations