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Help Scout integration

Create conversations and customers, send replies and add notes in Help Scout, and start flows on conversation events.

Customer support4 triggers · 9 actions
Connect Help Scout freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “Conversation Created” happens in Help Scout, check the details with AI, then “Create Conversation” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    Conversation Created

    Triggers when a new conversation is started in a mailbox.

  • WHEN
    Conversation Assigned

    Triggers when a conversation is assigned to a user.

  • WHEN
    New Customer

    Triggers when a new customer is added.

  • WHEN
    Tags Updated

    Triggers when tags on a conversation are modified.

Actions

Then Calibra can do this for you
  • DO
    Create Conversation

    Start a new conversation.

  • DO
    Send Reply

    Sends a reply in an existing conversation.

  • DO
    Add Note

    Adds a note to a conversation.

  • DO
    Create Customer

    Adds a new customer to Help Scout.

  • DO
    Update Customer Properties

    Updates customer's properties.

  • DO
    Find Conversation

    Finds an existing conversation using provided filter.

  • DO
    Find Customer

    Finds a customer by email.

  • DO
    Find User

    Finds a user by email.

  • DO
    Custom API Call

    Make a custom API call to a specific endpoint.

Questions

Is the Help Scout integration free?

Yes. Help Scout is available on every Calibra plan, including the free plan, which needs no card.

How is Help Scout usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Help Scout without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Help Scout for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

Start freeSee pricing