HelpScout + SupportBee Integration

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

    Triggers the automation when a conversion occurs

    Instant
  • HelpScout
    Conversion tags are updated in HelpScout

    Triggers the automation when conversion tags are updated

    Instant
  • HelpScout
    Conversation is assigned in HelpScout

    Triggers the automation when someone is assigned to a conversation

    Instant
  • HelpScout
    Customer is created in HelpScout

    Triggers the automation when a new customer is created

  • SupportBee
    Ticket is created in SupportBee

    Triggers the automation when a new ticket is created

    Instant
  • SupportBee
    Agent replies to a ticket in SupportBee

    Triggers the automation when a ticket is replied to by any agent

    Instant
  • SupportBee
    Comment is added to a ticket in SupportBee

    Triggers the automation when a comment is added to a ticket

    Instant
  • SupportBee
    Customer replies to a ticket in SupportBee

    Triggers the automation when a customer replies to a ticket

    Instant
2.
  • HelpScout
    Create conversation in HelpScout

    Start a new conversation with speicified recipients

  • HelpScout
    Search conversation in HelpScout

    Searches for keywords within a conversation

  • HelpScout
    Create customer in HelpScout

    Adds a new customer to the database

  • HelpScout
    Search customer in HelpScout

    Locates and retrieves customer information

  • HelpScout
    Add note in HelpScout

    Adds a note to the selected item

  • HelpScout
    Update customer properties in HelpScout

    Updates customer information and properties based on particular criteria

  • HelpScout
    Update customer in HelpScout

    Updates a customer's information

  • HelpScout
    Search user in HelpScout

    Searches for a user

  • HelpScout
    Send reply in HelpScout

    Sends a reply

  • HelpScout
    Search mailbox in HelpScout

    Searches for a mailbox

  • HelpScout
    Get week report in HelpScout

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

  • HelpScout
    Get day report in HelpScout

    Retrieves and summarize daily activity and performance data for review

  • HelpScout
    Get custom report in HelpScout

    Generates a personalized report based on particular criteria

  • SupportBee
    Create ticket in SupportBee

    Generates a new ticket

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