Help Scout

help scout is a customer support platform providing shared inboxes, ai assisted responses, workflow automation, and analytics integrating help scout with make com lets users automate ticket management, trigger notifications, sync customer data, and streamline support workflows across multiple channels this is ai generated content based on official help scout documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www helpscout com/customer support/ directly requirements to use the help scout app in make, you must have an active help scout account and use oauth 2 authentication, https //www helpscout com/ for subscription, refer to the https //www helpscout com/ connect help scout and {{product name}} to get started, you must first create a connection between help scout and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your help scout account create the connection in make obtain your oauth2 credentials in your help scout account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your help scout account to obtain your oauth2 credentials navigate to your profile by clicking your profile in the top navigation click my apps click create my app enter the callback uri https //www integromat com/oauth/cb/helpscout2 copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer helpscout com/mailbox api/overview/authentication/ create the connection in {{product name}} https //www make com/en/register , add the help scout module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your help scout account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page help scout modules after connecting to the help scout app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a chat handle generates a new chat username for an existing customer account create a conversation creates a new conversation within a specified mailbox, including at least one message thread create a customer adds a new customer record to your account create a phone generates and assigns a new phone number to an existing customer in your account create a social profile creates a new social media profile linked to an existing customer in your system create a thread creates a new conversation thread, including options for chat, customer messages, notes, phone calls, and replies create a website creates a new website under the account of an existing customer create an email generates and sends a new email message to a specified existing customer create/update an address adds a new address or updates an existing address for a specified customer delete social profile removes a selected social media profile from a customer's account delete a chat handle removes a customer's chat handle from their profile delete a conversation permanently removes a selected conversation from your account delete a phone removes a specific phone number from a customer's profile delete a website permanently removes a specific website associated with a customer from the system delete an address deletes a specific address from a customer's profile delete an email deletes a specific email address from a customer's profile get a conversation retrieves detailed information about a specific conversation using its unique id get a customer retrieves detailed information for a specific customer using their unique id get a mailbox retrieves detailed information for a specific mailbox using its unique id get an address retrieves the full address details for a specific customer using their unique id list chat handles retrieves all chat handles associated with a specified customer list conversations retrieves and allows you to filter a list of all conversations in your account list customers retrieves and displays a list of all customers, allowing you to apply filters to narrow down the results list emails retrieves a list of email addresses associated with your customers list mailbox folders retrieves a list of all folders within a specified mailbox list mailboxes retrieves a list of all available mailboxes in your account list tags retrieves a list of all available tags from your account list threads retrieves a list of conversation threads from your account make an api call executes a custom api request to the connected service using your authorized credentials update customer properties updates the details or attributes of an existing customer update a chat handle updates the chat handle information for a specific customer in your system update a conversation updates the details or information within an existing conversation update a customer updates the information of an existing customer in your database update a phone updates the phone number associated with an existing customer record update a social profile updates the social media profile information for a specified customer update a thread modifies the content or properties of an existing discussion thread update a website updates the details or content of a customer's website update an email updates the email address associated with a specific customer watch conversations triggers when any of the following conversation related events occur a conversation agent reply is created, a conversation is assigned, a new conversation is created, a customer reply is added to a conversation, a conversation is deleted, conversations are merged, a conversation is moved, a note is added to a conversation, the status of a conversation changes, or tags are created, edited, removed, or merged within a conversation watch customers triggers when a new customer record is added to your system watch satisfaction rating triggers when a new customer satisfaction rating is submitted templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} help scout resources you can have access to more resources related to this app on the following links https //community make com/search?q=help%20scout https //www helpscout com/ https //developer helpscout com/mailbox api/ https //www make com/en/integrations/helpscout