HelpScout + Quaderno Integration

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Create Your Own HelpScout & Quaderno 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
Invoice is created in Quaderno
Triggers the automation whenever any invoice is added or modified
Instant
New sale is created in Quaderno
Triggers the automation whenever a new sale is created
Instant
Credit note is created in Quaderno
Triggers the automation whenever a new credit note is generated
Instant
Checkout is abandoned in Quaderno
Triggers the automation whenever a checkout process is started but not completed
Instant
Contact is created in Quaderno
Triggers the automation whenever a new contact is created
Instant
Checkout is successful in Quaderno
Triggers the automation whenever a checkout process is completed successfully
Instant
Checkout is failed in Quaderno
Triggers the automation whenever a checkout process fails
Instant
Estimate is created in Quaderno
Triggers the automation whenever a new estimate is created
Instant
Estimate is declined in Quaderno
Triggers the automation whenever any estimate is declined
Instant
Estimate is accepted in Quaderno
Triggers the automation whenever any estimate is accepted
Instant

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
Search contact in Quaderno
Automatically searches for a contact
Create an invoice in Quaderno
Automatically generates a new invoice
Create a paid invoice in Quaderno
Automatically generates a new paid invoice
Get contact by ID in Quaderno
Automatically retrieves a contact's information based on their ID
Create a sale in Quaderno
Automatically records a new sale
Search sale in Quaderno
Automatically retrieves details of a sale
Create a contact in Quaderno
Automatically adds a new contact to the contact list
Create an expense in Quaderno
Automatically creates a new expense entry
Create an estimate in Quaderno
Automatically generates a new estimate for a customer

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Integrate HelpScout & Quaderno In 1 Click
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You Can Also Connect HelpScout or Quaderno 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

No more spreadsheets or confusing tax reports. Quaderno automates everything. With just a few clicks, you can get your sales tax report, invoice and receipt done in minutes. It's that simple!

See Quaderno Integrations