HelpScout + Infinity Integration

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Create Your Own HelpScout & Infinity Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Conversion is created in HelpScout
Triggers the automation whenever a conversion occurs
Instant
Conversion tags are updated in HelpScout
Triggers the automation whenever conversion tags are updated
Instant
Conversation is assigned in HelpScout
Triggers the automation whenever someone is assigned to a conversation
Instant
Customer is created in HelpScout
Triggers the automation whenever a new customer is created
Item is created in Infinity
Triggers the automation whenever a new item is created
Instant
Item is updated in Infinity
Triggers the automation whenever an item is modified
Instant
Folder is created in Infinity
Triggers the automation whenever a new folder is created
Comment is created in Infinity
Triggers the automation whenever a new comment is created
Instant
Comment is updated in Infinity
Triggers the automation whenever a comment is updated
Instant
Board is created in Infinity
Triggers the automation whenever a new board is created
Member is created in Infinity
Triggers the automation whenever a new member is added

Create conversation in HelpScout
Automatically start a new conversation with speicified recipients
Search conversation in HelpScout
Automatically searches for keywords within a conversation
Create customer in HelpScout
Automatically adds a new customer to the database
Search customer in HelpScout
Automatically locate and retrieve customer information
Add note in HelpScout
Automatically adds a note to the selected item
Update customer properties in HelpScout
Automatically updates customer information and properties based on particular criteria
Update customer in HelpScout
Automatically updates a customer's information
Search user in HelpScout
Automatically searches for a user
Send reply in HelpScout
Automatically sends a reply
Search mailbox in HelpScout
Automatically searches for a mailbox
Get week report in HelpScout
Automatically generates a report summarizing tasks completed and progress made in the past week
Get day report in HelpScout
Automatically retrieves and summarize daily activity and performance data for review
Get custom report in HelpScout
Automatically generates a personalized report based on particular criteria
Create item in Infinity
Automatically generates a new item
Update item in Infinity
Automatically updates an item with new information
Search item in Infinity
Automatically locate and retrieve particular item information
Create folder in Infinity
Automatically creates a new folder in the designated location
Search folder in Infinity
Automatically searches for a folder
Search member in Infinity
Automatically searches for a member with
Search board in Infinity
Automatically searches for a board
Create comment in Infinity
Automatically generates a new comment

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Want to automate something else in your workflow?

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

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

Infinity is a platform for managing your projects and ideas. It gives you the freedom to organize the way you want, with no limits on number of projects or users as well as storage space.

See Infinity Integrations