HelpScout + Plutio Integration

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Create Your Own HelpScout & Plutio 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 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
Project is created in Plutio
Triggers the automation when a new project is created
Instant
Project is updated in Plutio
Triggers the automation when a project is updated
Instant
Task is created in Plutio
Triggers the automation when a new task is created
Instant
Task is updated in Plutio
Triggers the automation when any task is updated
Instant
Invoice is created in Plutio
Triggers the automation when any invoice is added or modified
Instant
Invoice is updated in Plutio
Triggers the automation when an invoice is updated
Instant
Person is created in Plutio
Triggers the automation when a new person is created
Instant
Form is submitted in Plutio
Triggers the automation when a form is filled
Instant
Catch all events in Plutio
Triggers the automation when any event occurs
Instant
Template is created in Plutio
Triggers the automation when a new template is created
Instant
Proposal is created in Plutio
Triggers the automation when a new proposal is created
Instant
Form is created in Plutio
Triggers the automation when a new form is created
Instant
Contract is created in Plutio
Triggers the automation when a new contract is created
Instant
Contract is updated in Plutio
Triggers the automation when a contract is modified
Instant
Company is created in Plutio
Triggers the automation when a new company is created
Instant
Company is updated in Plutio
Triggers the automation when a company is updated
Instant
Task board is created in Plutio
Triggers the automation when a task board is created
Instant
Task group is created in Plutio
Triggers the automation when a task group is created
Instant

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
Create Task in Plutio
Creates a new task
Update Task in Plutio
Updates the task with new information or changes
Move a Task in Plutio
Move a task from one list or project to another
Create Person in Plutio
Generates a new person
Search person/people in Plutio
Searches for a person or people
Update Person in Plutio
Updates the information of a person
Delete Person in Plutio
Removes particular person from the database
Create Project in Plutio
Creates a new project
Create Invoice in Plutio
Generates invoices for sales transactions
Update Invoice in Plutio
Updates invoice details based on new information
Delete Invoice in Plutio
Deletes selected invoice records
Create person conversation in Plutio
Starts a new conversation with a person
Create company in Plutio
Generates a new company profile with given details
Create proposal in Plutio
Generates a new proposal
Create contract in Plutio
Generates a contract document based on particular criteria
Search invoice in Plutio
Locates and retrieves invoices with
Get person by Id in Plutio
Retrieves a person's information by their id
Find task in Plutio
Locates and retrieves a task within the app
Update contract in Plutio
Updates contract details and terms as needed
Delete block in Plutio
Removes a block from the system
Update company in Plutio
Updates company information
Update proposal in Plutio
Updates the proposal with the latest changes and revisions
Create Task Board in Plutio
Creates a new task board
Create Note in Plutio
Create Task Group in Plutio
Creates a new group of tasks

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Want to automate something else in your workflow?

You Can Also Connect HelpScout or Plutio 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

Work smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!

See Plutio Integrations