HelpScout + SpreadSimple Integration

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HelpScout + SpreadSimple Integration
1.
  • HelpScout
    Conversion is created in HelpScout

    Triggers the automation whenever a conversion occurs

    Instant
  • HelpScout
    Conversion tags are updated in HelpScout

    Triggers the automation whenever conversion tags are updated

    Instant
  • HelpScout
    Conversation is assigned in HelpScout

    Triggers the automation whenever someone is assigned to a conversation

    Instant
  • HelpScout
    Customer is created in HelpScout

    Triggers the automation whenever a new customer is created

  • SpreadSimple
    Order is created in SpreadSimple

    Triggers the automation whenever a new order is created

    Instant
2.
  • HelpScout
    Create conversation in HelpScout

    Automatically start a new conversation with speicified recipients

  • HelpScout
    Search conversation in HelpScout

    Automatically searches for keywords within a conversation

  • HelpScout
    Create customer in HelpScout

    Automatically adds a new customer to the database

  • HelpScout
    Search customer in HelpScout

    Automatically locate and retrieve customer information

  • HelpScout
    Add note in HelpScout

    Automatically adds a note to the selected item

  • HelpScout
    Update customer properties in HelpScout

    Automatically updates customer information and properties based on particular criteria

  • HelpScout
    Update customer in HelpScout

    Automatically updates a customer's information

  • HelpScout
    Search user in HelpScout

    Automatically searches for a user

  • HelpScout
    Send reply in HelpScout

    Automatically sends a reply

  • HelpScout
    Search mailbox in HelpScout

    Automatically searches for a mailbox

  • HelpScout
    Get week report in HelpScout

    Automatically generates a report summarizing tasks completed and progress made in the past week

  • HelpScout
    Get day report in HelpScout

    Automatically retrieves and summarize daily activity and performance data for review

  • HelpScout
    Get custom report in HelpScout

    Automatically generates a personalized report based on particular criteria

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