HelpScout + Sharepoint Integration

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Create Your Own HelpScout & Sharepoint 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
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
Folder is created in Sharepoint
Triggers the automation when a new folder 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
Create list item in Sharepoint
Adds a new item to a list
Create list in Sharepoint
Generates a new list
Create folder in Sharepoint
Creates a new folder in the designated location
Search folder by name in Sharepoint
Searches for a folder by its name
Upload file in Sharepoint
Uploads a file to the particular location
Search file by name in Sharepoint
Find files based on their names
Download file in Sharepoint
Download files to a location
Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder

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You Can Also Connect HelpScout or Sharepoint 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

SharePoint is a powerful tool that helps you organize and share all your important information. You can use it as a secure place to store, organize, share, and access information from any device. All you need is just a web browser.

See Sharepoint Integrations