HelpScout + Teamwork Integration

Integrate HelpScout to Teamwork in one click, or tell Integrately AI how you want each conversation handled. Create tasks, update projects, alert your team, and trigger follow-ups automatically.

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1.
  • HelpScout
    Agent is replied in HelpScout Instant
  • HelpScout
    Customer is replied in HelpScout Instant
  • HelpScout
    Conversion is created in HelpScout Instant
  • HelpScout
    Conversion tags are updated in HelpScout Instant
  • HelpScout
    Conversation is assigned in HelpScout Instant
  • HelpScout
    Customer is created in HelpScout
  • Teamwork
    Task is created in Teamwork Instant
  • Teamwork
    Task is updated in Teamwork Instant
  • Teamwork
    Task is deleted in Teamwork Instant
  • Teamwork
    Project is created in Teamwork Instant
  • Teamwork
    Project is updated in Teamwork Instant
  • Teamwork
    Project is deleted in Teamwork Instant
  • Teamwork
    Card is created in Teamwork Instant
  • Teamwork
    Task List is created in Teamwork Instant
  • Teamwork
    Risk is created in Teamwork Instant
  • Teamwork
    Message reply is created in Teamwork Instant
  • Teamwork
    Calendar event is created in Teamwork Instant
  • Teamwork
    Calendar event reminder is sent in Teamwork Instant
  • Teamwork
    Person is created in Teamwork Instant
  • Teamwork
    Time entry is created in Teamwork Instant
  • Teamwork
    Message is created in Teamwork Instant
  • Teamwork
    Milestone is created in Teamwork Instant
  • Teamwork
    Notebook is created in Teamwork Instant
  • Teamwork
    Invoice is created in Teamwork Instant
  • Teamwork
    Company is created in Teamwork Instant
  • Teamwork
    Status is created in Teamwork Instant
  • Teamwork
    Expense is created in Teamwork Instant
  • Teamwork
    Column is created in Teamwork Instant
  • Teamwork
    Comment is created in Teamwork Instant
  • Teamwork
    Link is created in Teamwork Instant
Arrow Right
2.
  • HelpScout
    Create conversation in HelpScout
  • HelpScout
    Search conversation in HelpScout
  • HelpScout
    Create customer in HelpScout
  • HelpScout
    Search customer in HelpScout
  • HelpScout
    Add note in HelpScout
  • HelpScout
    Update customer properties in HelpScout
  • HelpScout
    Update customer in HelpScout
  • HelpScout
    Search user in HelpScout
  • HelpScout
    Send reply in HelpScout
  • HelpScout
    Search mailbox in HelpScout
  • HelpScout
    Get week report in HelpScout
  • HelpScout
    Get day report in HelpScout
  • HelpScout
    Get custom report in HelpScout
  • Teamwork
    Create Task in Teamwork
  • Teamwork
    Search task in Teamwork
  • Teamwork
    Mark task complete in Teamwork
  • Teamwork
    Update task in Teamwork
  • Teamwork
    Create task comment in Teamwork
  • Teamwork
    Create project category in Teamwork
  • Teamwork
    Move board card in Teamwork
  • Teamwork
    Create message category in Teamwork
  • Teamwork
    Create message reply in Teamwork
  • Teamwork
    Create board column in Teamwork
  • Teamwork
    Create calendar event type in Teamwork
  • Teamwork
    Create link category in Teamwork
  • Teamwork
    Create notebook category in Teamwork
  • Teamwork
    Create notebook in Teamwork
  • Teamwork
    Create notebook comment in Teamwork
  • Teamwork
    Move task list from template in Teamwork
  • Teamwork
    Add task list from template in Teamwork
  • Teamwork
    Search notebook in Teamwork
  • Teamwork
    Search Task comment in Teamwork
  • Teamwork
    Search file comment in Teamwork
  • Teamwork
    Search notebook comment in Teamwork
  • Teamwork
    Search milestone comment in Teamwork
  • Teamwork
    Create file category in Teamwork
  • Teamwork
    Create company in Teamwork
  • Teamwork
    Search company in Teamwork
  • Teamwork
    Create calendar event in Teamwork
  • Teamwork
    Search event in Teamwork
  • Teamwork
    Create person in Teamwork
  • Teamwork
    Add people to project in Teamwork
  • Teamwork
    Search person in Teamwork
  • Teamwork
    Create project in Teamwork
  • Teamwork
    Search project in Teamwork
  • Teamwork
    Create time entry on project in Teamwork
  • Teamwork
    Create time entry on task in Teamwork
  • Teamwork
    Create message in Teamwork
  • Teamwork
    Search message in Teamwork
  • Teamwork
    Create status in Teamwork
  • Teamwork
    Upload file to project in Teamwork
  • Teamwork
    Search file in Teamwork
  • Teamwork
    Create expense in Teamwork
  • Teamwork
    Create milestone in Teamwork
  • Teamwork
    Create milestone comment in Teamwork
  • Teamwork
    Search milestone in Teamwork
  • Teamwork
    Create task list in Teamwork
  • Teamwork
    Search task list in Teamwork
  • Teamwork
    Create invoice in Teamwork
  • Teamwork
    Create link in Teamwork
  • Teamwork
    Create link comment in Teamwork
  • Teamwork
    Search link in Teamwork

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Ready WorkflowsReady Workflows   for HelpScout + Teamwork Integration

Capture support requests, organise tasks, keep projects updated, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your HelpScout + Teamwork flow

Connect support tickets and tasks to your broader workflow to keep teams aligned and customer work moving. Pick a combination and activate it in one click.

HelpScout
Teamwork
+
SlackSlack (6)
+
Jira Software CloudJira Software Cloud (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
LoomLoom (4)
+
HubSpotHubSpot (4)
H
T
S
Create a Teamwork task from every new HelpScout conversation, and notify your support channel in Slack.
New HelpScout conversations immediately generate a matching task in Teamwork and alert your support channel in Slack.
T
H
S
When a Teamwork task is updated, update the customer in HelpScout and post an update in Slack.
Task updates in Teamwork automatically update customer records in HelpScout and notify your team in Slack.
H
T
S
If a new HelpScout customer is marked VIP, create a high-priority task in Teamwork and alert your management channel in Slack.
VIP customers trigger high-priority Teamwork tasks and immediate Slack notifications.
H
T
S
Use Claude to summarise every new HelpScout conversation, create a task in Teamwork, and post the brief in Slack.
Claude summarises incoming support conversations before creating a structured task in Teamwork and posting the brief in Slack.
T
H
S
When a Teamwork project is created, create a customer profile in HelpScout and announce the new project in Slack.
New Teamwork projects automatically generate customer records in HelpScout and notify your team in Slack.
H
T
S
When a HelpScout conversation is assigned, create a Teamwork task and notify the assigned agent in Slack.
Assigned support conversations automatically create corresponding Teamwork tasks and notify the assignee in Slack.

Supported triggers and actions for HelpScout and Teamwork

Mix and match to build the exact automation you need

HelpScout
HelpScout Triggers & Actions
Instant
Agent is replied in HelpScout
Triggers the automation when an agent is replied
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Instant
Customer is replied in HelpScout
Triggers the automation when a customer is replied
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Instant
Conversion is created in HelpScout
Triggers the automation when a conversion occurs
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Instant
Conversion tags are updated in HelpScout
Triggers the automation when conversion tags are updated
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Instant
Conversation is assigned in HelpScout
Triggers the automation when someone is assigned to a conversation
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Customer is created in HelpScout
Triggers the automation when a new customer is created
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Create conversation in HelpScout
Start a new conversation with speicified recipients
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Search conversation in HelpScout
Searches for keywords within a conversation
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Create customer in HelpScout
Adds a new customer to the database
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Search customer in HelpScout
Locates and retrieves customer information
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Add note in HelpScout
Adds a note to the selected item
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Update customer properties in HelpScout
Updates customer information and properties based on particular criteria
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Update customer in HelpScout
Updates a customer's information
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Search user in HelpScout
Searches for a user
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Send reply in HelpScout
Sends a reply
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Search mailbox in HelpScout
Searches for a mailbox
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Get week report in HelpScout
Generates a report summarizing tasks completed and progress made in the past week
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Get day report in HelpScout
Retrieves and summarize daily activity and performance data for review
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Get custom report in HelpScout
Generates a personalized report based on particular criteria
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Teamwork
Teamwork Triggers & Actions
Instant
Task is created in Teamwork
Triggers the automation when a new task is added
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Instant
Task is updated in Teamwork
Triggers the automation when any task is modified
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Instant
Task is deleted in Teamwork
Triggers the automation when any task is deleted
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Instant
Project is created in Teamwork
Triggers the automation when a new project is created
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Instant
Project is updated in Teamwork
Triggers the automation when a project is updated
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Instant
Project is deleted in Teamwork
Triggers the automation when a project is deleted
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Instant
Card is created in Teamwork
Triggers the automation when a new card is created
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Instant
Task List is created in Teamwork
Triggers the automation when a new task list is created
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Instant
Risk is created in Teamwork
Triggers the automation when a risk is created
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Instant
Message reply is created in Teamwork
Triggers the automation when a message is replied to
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Instant
Calendar event is created in Teamwork
Triggers the automation when a new event is created in a calendar
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Instant
Calendar event reminder is sent in Teamwork
Triggers the automation when a reminder is sent for the upcoming calendar event
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Instant
Person is created in Teamwork
Triggers the automation when a new person is created
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Instant
Time entry is created in Teamwork
Triggers the automation when a new time entry is created
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Instant
Message is created in Teamwork
Triggers the automation when a new message is created
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Instant
Milestone is created in Teamwork
Triggers the automation when a new milestone is created
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Instant
Notebook is created in Teamwork
Triggers the automation when a new notebook is created
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Instant
Invoice is created in Teamwork
Triggers the automation when a new invoice is added
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Instant
Company is created in Teamwork
Triggers the automation when a new company is created
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Instant
Status is created in Teamwork
Triggers the automation when a new status is created
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Instant
Expense is created in Teamwork
Triggers the automation when a new expense is added
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Instant
Column is created in Teamwork
Triggers the automation when a new event or workout session is scheduled
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Instant
Comment is created in Teamwork
Triggers the automation when a comment is added
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Instant
Link is created in Teamwork
Triggers the automation when a new link is added
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Create Task in Teamwork
Creates a new task
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Search task in Teamwork
Searches for a task
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Mark task complete in Teamwork
Marks the task as completed
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Update task in Teamwork
Updates the task with new information or changes
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Create task comment in Teamwork
Adds comment to a task
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Create project category in Teamwork
Creates a new project category
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Move board card in Teamwork
Relocates a particular card within a project board
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Create message category in Teamwork
Creates a new message category
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Create message reply in Teamwork
Generates a reply message
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Create board column in Teamwork
Sets up a new column in the board layout
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Create calendar event type in Teamwork
Adds a new event type in the particular calendar
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Create link category in Teamwork
Organize and categorize related links
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Create notebook category in Teamwork
Creates a new notebook category
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Create notebook in Teamwork
Generates a new notebook to organize information
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Create notebook comment in Teamwork
Creates a new comment in a notebook
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Move task list from template in Teamwork
Transfer selected tasks from a template to the corresponding task list
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Add task list from template in Teamwork
Generates a task list based on a pre-existing template
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Search notebook in Teamwork
Searches for a notebook
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Search Task comment in Teamwork
Searches for a task comment
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Search file comment in Teamwork
Searches and retrieve comments from a file
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Search notebook comment in Teamwork
Searches for a notebook comment
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Search milestone comment in Teamwork
Searches for a milestone comment
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Create file category in Teamwork
Generates a new file category based on predetermined criteria
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Create company in Teamwork
Generates a new company profile with given details
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Search company in Teamwork
Finds information about a company
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Create calendar event in Teamwork
Adds a new event to the calendar
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Search event in Teamwork
Conduct a search for events based on particular criteria
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Create person in Teamwork
Generates a new person
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Add people to project in Teamwork
Populate project members based on predefined criteria
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Search person in Teamwork
Retrieves information about a person
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Create project in Teamwork
Creates a new project
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Search project in Teamwork
Searches for a project
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Create time entry on project in Teamwork
Log time spent on a project
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Create time entry on task in Teamwork
Logs the time spent on a task
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Create message in Teamwork
Generates a new message
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Search message in Teamwork
Searches for a message
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Create status in Teamwork
Generates a new status update
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Upload file to project in Teamwork
Transfer files to the designated project folder
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Search file in Teamwork
Searches for a file
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Create expense in Teamwork
Generates a new expense record
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Create milestone in Teamwork
Creates a milestone to track progress
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Create milestone comment in Teamwork
Adds a new comment to a milestone
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Search milestone in Teamwork
Searches for a milestone
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Create task list in Teamwork
Creates a new task list
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Search task list in Teamwork
Searches for a task list
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Create invoice in Teamwork
Generates invoices for sales transactions
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Create link in Teamwork
Generates a new link that redirects to a destination
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Create link comment in Teamwork
Adds a new comment to a link
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Search link in Teamwork
Searches for a link
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What can you automate with HelpScout + Teamwork?

Streamline your customer support and project management by automating ticket creation, task updates, and team notifications.

What you can automate?
Create Teamwork tasks from conversations instantly
Automatically generate a Teamwork task the moment a new conversation is created in HelpScout. Eliminate manual copying and ensure no customer request falls through the cracks.
📋
Capture every submitted customer field
Map all custom properties and submitted fields from HelpScout customer profiles straight into Teamwork tasks. Keep all contextual details visible for your delivery team.
🔔
Notify the right team member immediately
Trigger instant Slack alerts whenever a critical support ticket is converted into a Teamwork task. Ensure support and project leads stay fully synchronized.
🔀
Route tasks based on customer tags
Apply conditional logic to route VIP or enterprise inquiries to high-priority Teamwork task lists automatically while standard requests follow normal queues.
🔄
Keep destinations updated as details change
Automatically synchronize updates made to HelpScout customer properties across matching Teamwork projects and tasks without manual data entry.
🔍
Search and update instead of creating duplicates
Check existing customer records in HelpScout before creating new Teamwork tasks. Prevent clutter and maintain clean data across both platforms.
⏱️
Handle later status changes automatically
Update task completion states, project milestones, or invoice records when support tickets are resolved or reopened.
🌐
Extend your workflow to Slack
Connect your HelpScout and Teamwork automation pipeline to Slack to broadcast task updates, milestone completions, and team alerts instantly.
And much more...

Who is HelpScout + Teamwork integration for?

Support and project teams working across HelpScout and Teamwork benefit by eliminating manual handoffs, keeping customer tickets and project tasks aligned, and avoiding missed follow-ups.

Operations managers
Operations managers
Customer support leads
Customer support leads
Client success managers
Client success managers
Support team leads
Support team leads
Project managers
Project managers
Quality assurance specialists
Quality assurance specialists
📊
Operations managers
You report on support ticket volume and project completion rates, but your metrics are always delayed because someone has to export HelpScout and Teamwork data by hand — this integration means every conversation and task syncs instantly and your reports are always accurate.
🚨
Customer support leads
You need to jump on urgent customer issues the moment they arise, but you find out about escalations too late because support tickets and project tasks live in separate tools — automating both apps means urgent tickets trigger Teamwork tasks immediately and your team responds without delay.
🤝
Client success managers
You answer to clients who want to see daily progress on their requests, but keeping them updated requires manually cross-referencing HelpScout chats with Teamwork project boards — with this integration, every conversation update flows straight into Teamwork and client reviews run smoothly.
📈
Support team leads
Ticket volume is too high for anyone to keep up by hand, leading to missed customer requests and abandoned follow-up tasks in Teamwork — automating both apps means every new conversation creates a tracked task instantly and your team stays on top of the queue.
📋
Project managers
You own the delivery phase and depend on support agents to hand over customer issues, but details get lost between HelpScout and Teamwork handoffs — connecting these apps means every resolved ticket automatically generates the exact follow-up task your team needs.
🔍
Quality assurance specialists
You need a reliable audit history of customer requests and project execution, but you keep finding gaps between HelpScout conversations and Teamwork task records — automating both apps means every interaction creates a permanent, searchable record across your tools.
Our team

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Why choose Integrately to automate HelpScout + Teamwork

Build and manage your HelpScout + Teamwork automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect HelpScout + Teamwork with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect HelpScout to Teamwork?
Frequently Asked Questions
You can connect HelpScout to Teamwork in 1 click using ready workflows or ask Integrately AI to build custom automations with Slack, Gmail, and 1,500+ other apps.
Can I automatically create a Teamwork task from every new HelpScout conversation?
Frequently Asked Questions
Can I connect HelpScout, Teamwork, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for HelpScout and Teamwork?
Frequently Asked Questions
How does HelpScout handle customer data during task creation in Teamwork?
Frequently Asked Questions
Can Teamwork updates sync back to HelpScout customer records?
Frequently Asked Questions
Do I need coding skills to automate HelpScout and Teamwork?
Frequently Asked Questions
Is the HelpScout and Teamwork integration free?
Frequently Asked Questions
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