Help Scout

Use Help Scout to manage support conversations and customers, or start workflows from conversation and customer events.

Connect Help Scout

Connect through OAuth, or save your own Help Scout app as a credential. For an app credential, open Your Profile > My Apps, create an app, and save its App ID and App Secret in Sim. The client-credentials flow does not use the redirect URL. The connected user needs Access API permission. See Help Scout authentication.

Triggers require an OAuth connection. Select the account and, optionally, an inbox, then deploy the workflow. Sim creates a webhook with a signing secret, validates each delivery's X-HelpScout-Signature, and removes the webhook when the workflow is undeployed.

To make past support history searchable, add Help Scout as a knowledge base source. Sync conversations and threads from one inbox or all inboxes, with internal notes included only when selected.

OAuth scopes

Sim requests no OAuth scopes for Help Scout. For a self-hosted deployment, register your own app with the provider using the settings below. See Integrations and OAuth for setup.

SettingValue
Redirect URI<NEXT_PUBLIC_APP_URL>/api/auth/oauth2/callback/helpscout
Environment variablesHELPSCOUT_CLIENT_ID, HELPSCOUT_CLIENT_SECRET

Use the block

Connect Help Scout to search and read conversations and their threads, open new conversations, reply to customers, add internal notes and customer messages, change status, assignee, inbox, subject, customer, tags, and custom fields, and snooze conversations. Manage customers and their properties, look up organizations and saved replies, list inboxes, folders, users, teams, tags, and workflows, and run manual workflows. Trigger workflows from Help Scout webhooks for conversation and customer events.

Actions

Help Scout List Conversations

List and search Help Scout conversations by inbox, folder, status, tag, assignee, or search query. Returns 25 conversations per page.

Inputs and outputs

Input

ParameterTypeRequiredDescription
mailboxIdstringNoInbox ID to filter by; comma-separate several IDs
folderIdstringNoFolder ID to filter by
statusstringNoactive, open, pending, closed, spam, or all (defaults to active)
tagstringNoTag to filter by; comma-separate several tags
assignedTostringNoUser ID of the assignee to filter by
modifiedSincestringNoOnly conversations modified after this time (e.g. 2024-05-04T12:00:03Z)
numbernumberNoConversation number to look up
sortFieldstringNocreatedAt, customerEmail, customerName, mailboxid, modifiedAt, number, score, status, subject, or waitingSince
sortOrderstringNoasc or desc (defaults to desc)
querystringNoAdvanced search query, e.g. (email:"jane@example.com" AND tag:"vip")
pagenumberNoPage number to fetch, starting at 1

Output

ParameterTypeDescription
conversationsarrayConversations on this page
↳ idnumberConversation ID
↳ numbernumberConversation number shown in Help Scout
↳ threadCountnumberNumber of published threads, excluding notes
↳ typestringemail, chat, or phone
↳ folderIdnumberFolder ID
↳ statusstringactive, pending, closed, or spam
↳ statestringpublished, draft, or deleted
↳ subjectstringSubject
↳ previewstringPreview text from the most recent thread
↳ mailboxIdnumberInbox ID
↳ assigneejsonUser or team the conversation is assigned to
↳ idnumberUser, team, or customer ID
↳ typestringuser, team, or customer
↳ firststringFirst name
↳ laststringLast name
↳ namestringTeam name, when the person is a team
↳ emailstringEmail address
↳ createdByjsonUser or customer who created the conversation
↳ idnumberUser, team, or customer ID
↳ typestringuser, team, or customer
↳ firststringFirst name
↳ laststringLast name
↳ namestringTeam name, when the person is a team
↳ emailstringEmail address
↳ primaryCustomerjsonPrimary customer of the conversation
↳ idnumberUser, team, or customer ID
↳ typestringuser, team, or customer
↳ firststringFirst name
↳ laststringLast name
↳ namestringTeam name, when the person is a team
↳ emailstringEmail address
↳ createdAtstringWhen the conversation was created
↳ closedAtstringWhen the conversation was closed
↳ closedBynumberID of the user who closed it
↳ userUpdatedAtstringWhen a user last updated the conversation
↳ customerWaitingSincestringWhen the customer started waiting for a reply
↳ sourceTypestringOriginating channel (email, beacon, api, and others)
↳ sourceViastringuser or customer
↳ tagsarrayTags on the conversation
↳ idnumberTag ID
↳ tagstringTag name
↳ colorstringTag color
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ customFieldsarrayCustom field values
↳ idnumberCustom field ID
↳ namestringCustom field name
↳ valuestringStored value (the option ID for dropdowns)
↳ textstringDisplay text
↳ snoozedUntilstringWhen the snooze ends, if the conversation is snoozed
↳ webUrlstringLink to the conversation in Help Scout
pagejsonPagination details
↳ numbernumberCurrent page number
↳ sizenumberResults per page
↳ totalElementsnumberTotal matching results
↳ totalPagesnumberTotal number of pages
nextPagenumberPage number to request next, or null on the last page

Help Scout Get Conversation

Get a Help Scout conversation by ID, optionally with its threads.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
includeThreadsbooleanNoInclude the conversation threads (chat threads may be truncated)

Output

ParameterTypeDescription
conversationjsonConversation details
↳ idnumberConversation ID
↳ numbernumberConversation number shown in Help Scout
↳ threadCountnumberNumber of published threads, excluding notes
↳ typestringemail, chat, or phone
↳ folderIdnumberFolder ID
↳ statusstringactive, pending, closed, or spam
↳ statestringpublished, draft, or deleted
↳ subjectstringSubject
↳ previewstringPreview text from the most recent thread
↳ mailboxIdnumberInbox ID
↳ assigneejsonUser or team the conversation is assigned to
↳ idnumberUser, team, or customer ID
↳ typestringuser, team, or customer
↳ firststringFirst name
↳ laststringLast name
↳ namestringTeam name, when the person is a team
↳ emailstringEmail address
↳ createdByjsonUser or customer who created the conversation
↳ idnumberUser, team, or customer ID
↳ typestringuser, team, or customer
↳ firststringFirst name
↳ laststringLast name
↳ namestringTeam name, when the person is a team
↳ emailstringEmail address
↳ primaryCustomerjsonPrimary customer of the conversation
↳ idnumberUser, team, or customer ID
↳ typestringuser, team, or customer
↳ firststringFirst name
↳ laststringLast name
↳ namestringTeam name, when the person is a team
↳ emailstringEmail address
↳ createdAtstringWhen the conversation was created
↳ closedAtstringWhen the conversation was closed
↳ closedBynumberID of the user who closed it
↳ userUpdatedAtstringWhen a user last updated the conversation
↳ customerWaitingSincestringWhen the customer started waiting for a reply
↳ sourceTypestringOriginating channel (email, beacon, api, and others)
↳ sourceViastringuser or customer
↳ tagsarrayTags on the conversation
↳ idnumberTag ID
↳ tagstringTag name
↳ colorstringTag color
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ customFieldsarrayCustom field values
↳ idnumberCustom field ID
↳ namestringCustom field name
↳ valuestringStored value (the option ID for dropdowns)
↳ textstringDisplay text
↳ snoozedUntilstringWhen the snooze ends, if the conversation is snoozed
↳ webUrlstringLink to the conversation in Help Scout
threadsarrayConversation threads (empty unless threads were included)
↳ idnumberThread ID
↳ typestringcustomer, message, note, chat, phone, lineitem, and others
↳ statusstringConversation status set by the thread
↳ statestringpublished, draft, hidden, bounced, or review
↳ bodystringThread content
↳ sourceTypestringOriginating channel
↳ sourceViastringuser or customer
↳ customerjsonCustomer associated with the thread
↳ idnumberUser, team, or customer ID
↳ typestringuser, team, or customer
↳ firststringFirst name
↳ laststringLast name
↳ namestringTeam name, when the person is a team
↳ emailstringEmail address
↳ createdByjsonUser or customer who created the thread
↳ idnumberUser, team, or customer ID
↳ typestringuser, team, or customer
↳ firststringFirst name
↳ laststringLast name
↳ namestringTeam name, when the person is a team
↳ emailstringEmail address
↳ assignedTojsonUser or team assigned by the thread
↳ idnumberUser, team, or customer ID
↳ typestringuser, team, or customer
↳ firststringFirst name
↳ laststringLast name
↳ namestringTeam name, when the person is a team
↳ emailstringEmail address
↳ toarrayTo email addresses
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ createdAtstringWhen the thread was created
↳ openedAtstringWhen the customer viewed the reply
↳ savedReplyIdnumberID of the saved reply used for the thread
↳ attachmentsarrayAttachments on the thread
↳ idnumberAttachment ID
↳ filenamestringFile name
↳ mimeTypestringMIME type
↳ sizenumberSize in bytes
↳ statestringvalid or virus

Help Scout Create Conversation

Create a Help Scout conversation in an inbox with a first customer message, reply, or note. A new customer is created when the email is not already known.

Inputs and outputs

Input

ParameterTypeRequiredDescription
subjectstringYesConversation subject
mailboxIdstringYesID of the inbox to create the conversation in
typestringNoemail, chat, or phone (defaults to email)
statusstringNoactive, pending, or closed (defaults to active)
customerIdstringNoExisting customer ID; takes precedence over the customer email
customerEmailstringNoCustomer email, used when no customer ID is given
customerFirstNamestringNoFirst name, used only when a new customer is created
customerLastNamestringNoLast name, used only when a new customer is created
threadTypestringNocustomer (a message from the customer), reply (a reply to the customer), or note (defaults to customer)
textstringYesText of the first thread
assignTostringNoUser or team ID to assign; omit to follow the inbox settings
tagsstringNoComma-separated tags to add
autoReplybooleanNoSend the inbox auto reply; only valid when threadType is customer
userIdstringNoID of the user creating the conversation; defaults to the connected user

Output

ParameterTypeDescription
idnumberID of the new conversation
webUrlstringLink to the new conversation in Help Scout

Help Scout Reply to Conversation

Send a reply to the customer on a Help Scout conversation, or save it as a draft.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
customerIdstringYesID of the customer being replied to (the primary customer ID)
textstringYesReply text
draftbooleanNoSave the reply as a draft instead of sending it
statusstringNoConversation status to set with the thread: active, pending, closed, open, spam, or inbox_predefined (the inbox default)
assignTostringNoUser or team ID to assign once the reply is sent
ccstringNoComma-separated CC email addresses
bccstringNoComma-separated BCC email addresses
userIdstringNoID of the user adding the thread; defaults to the connected user

Output

ParameterTypeDescription
conversationIdnumberConversation ID
threadIdnumberID of the new thread

Help Scout Add Note

Add an internal note to a Help Scout conversation. Customers never see notes.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
textstringYesNote text
statusstringNoConversation status to set with the thread: active, pending, closed, open, spam, or inbox_predefined (the inbox default)
userIdstringNoID of the user adding the thread; defaults to the connected user

Output

ParameterTypeDescription
conversationIdnumberConversation ID
threadIdnumberID of the new thread

Help Scout Update Conversation Status

Change the status of a Help Scout conversation to active, open, pending, closed, or spam.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
statusstringYesactive, open, pending, closed, or spam

Output

ParameterTypeDescription
conversationIdnumberID of the updated conversation

Help Scout Assign Conversation

Assign a Help Scout conversation to a user or team.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
assignTostringYesUser or team ID to assign the conversation to

Output

ParameterTypeDescription
conversationIdnumberID of the updated conversation

Help Scout Unassign Conversation

Remove the assignee from a Help Scout conversation.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID

Output

ParameterTypeDescription
conversationIdnumberID of the updated conversation

Help Scout Update Conversation Subject

Change the subject of a Help Scout conversation.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
subjectstringYesNew subject

Output

ParameterTypeDescription
conversationIdnumberID of the updated conversation

Help Scout Move Conversation

Move a Help Scout conversation to another inbox.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
mailboxIdstringYesID of the inbox to move the conversation to

Output

ParameterTypeDescription
conversationIdnumberID of the updated conversation

Help Scout Set Conversation Tags

Replace the full tag list on a Help Scout conversation. Tags left out are removed, [] removes every tag, and unknown tags are created.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
tagsstringYesComma-separated tags the conversation should have, including any existing tags to keep. Pass [] to remove every tag.

Output

ParameterTypeDescription
conversationIdnumberID of the updated conversation

Help Scout Delete Conversation

Delete a Help Scout conversation.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID

Output

ParameterTypeDescription
conversationIdnumberID of the deleted conversation

Help Scout List Threads

List the threads (customer messages, replies, notes, and activity) of a Help Scout conversation, newest first, including full chat threads.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
pagenumberNoPage number to fetch, starting at 1

Output

ParameterTypeDescription
threadsarrayThreads on this page, newest first
↳ idnumberThread ID
↳ typestringcustomer, message, note, chat, phone, lineitem, and others
↳ statusstringConversation status set by the thread
↳ statestringpublished, draft, hidden, bounced, or review
↳ bodystringThread content
↳ sourceTypestringOriginating channel
↳ sourceViastringuser or customer
↳ customerjsonCustomer associated with the thread
↳ idnumberUser, team, or customer ID
↳ typestringuser, team, or customer
↳ firststringFirst name
↳ laststringLast name
↳ namestringTeam name, when the person is a team
↳ emailstringEmail address
↳ createdByjsonUser or customer who created the thread
↳ idnumberUser, team, or customer ID
↳ typestringuser, team, or customer
↳ firststringFirst name
↳ laststringLast name
↳ namestringTeam name, when the person is a team
↳ emailstringEmail address
↳ assignedTojsonUser or team assigned by the thread
↳ idnumberUser, team, or customer ID
↳ typestringuser, team, or customer
↳ firststringFirst name
↳ laststringLast name
↳ namestringTeam name, when the person is a team
↳ emailstringEmail address
↳ toarrayTo email addresses
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ createdAtstringWhen the thread was created
↳ openedAtstringWhen the customer viewed the reply
↳ savedReplyIdnumberID of the saved reply used for the thread
↳ attachmentsarrayAttachments on the thread
↳ idnumberAttachment ID
↳ filenamestringFile name
↳ mimeTypestringMIME type
↳ sizenumberSize in bytes
↳ statestringvalid or virus
pagejsonPagination details
↳ numbernumberCurrent page number
↳ sizenumberResults per page
↳ totalElementsnumberTotal matching results
↳ totalPagesnumberTotal number of pages
nextPagenumberPage number to request next, or null on the last page

Help Scout List Customers

List and search Help Scout customers by inbox, name, modification date, or search query (for example by email). Returns 50 customers per page.

Inputs and outputs

Input

ParameterTypeRequiredDescription
mailboxIdstringNoInbox ID to filter by
firstNamestringNoFirst name to filter by
lastNamestringNoLast name to filter by
modifiedSincestringNoOnly customers modified after this time (e.g. 2024-05-04T12:00:03Z)
sortFieldstringNocreatedAt, firstName, lastName, or modifiedAt (defaults to createdAt)
sortOrderstringNoasc or desc (defaults to desc)
querystringNoAdvanced search query, e.g. (email:"jane@example.com")
pagenumberNoPage number to fetch, starting at 1

Output

ParameterTypeDescription
customersarrayCustomers on this page
↳ idnumberCustomer ID
↳ firstNamestringFirst name
↳ lastNamestringLast name
↳ genderstringGender
↳ jobTitlestringJob title
↳ locationstringLocation
↳ organizationstringOrganization name
↳ organizationIdnumberOrganization ID
↳ photoTypestringPhoto source
↳ photoUrlstringPhoto URL
↳ agestringAge
↳ backgroundstringNotes about the customer
↳ conversationCountnumberNumber of conversations with the customer
↳ draftbooleanWhether the customer is a draft record
↳ createdAtstringWhen the customer was created
↳ updatedAtstringWhen the customer was updated
↳ emailsarrayEmail addresses
↳ idnumberEntry ID
↳ valuestringEntry value
↳ typestringEntry type
↳ phonesarrayPhone numbers
↳ idnumberEntry ID
↳ valuestringEntry value
↳ typestringEntry type
↳ websitesarrayWebsites
↳ idnumberEntry ID
↳ valuestringEntry value
↳ typestringEntry type
↳ socialProfilesarraySocial profiles
↳ idnumberEntry ID
↳ valuestringEntry value
↳ typestringEntry type
↳ chatsarrayChat handles
↳ idnumberEntry ID
↳ valuestringEntry value
↳ typestringEntry type
↳ propertiesarrayCustomer property values
↳ slugstringProperty slug
↳ namestringProperty name
↳ typestringProperty type
↳ valuestringStored value
↳ textstringDisplay text
pagejsonPagination details
↳ numbernumberCurrent page number
↳ sizenumberResults per page
↳ totalElementsnumberTotal matching results
↳ totalPagesnumberTotal number of pages
nextPagenumberPage number to request next, or null on the last page

Help Scout Get Customer

Get a Help Scout customer by ID, including emails, phones, websites, social profiles, and properties.

Inputs and outputs

Input

ParameterTypeRequiredDescription
customerIdstringYesCustomer ID

Output

ParameterTypeDescription
customerjsonCustomer details
↳ idnumberCustomer ID
↳ firstNamestringFirst name
↳ lastNamestringLast name
↳ genderstringGender
↳ jobTitlestringJob title
↳ locationstringLocation
↳ organizationstringOrganization name
↳ organizationIdnumberOrganization ID
↳ photoTypestringPhoto source
↳ photoUrlstringPhoto URL
↳ agestringAge
↳ backgroundstringNotes about the customer
↳ conversationCountnumberNumber of conversations with the customer
↳ draftbooleanWhether the customer is a draft record
↳ createdAtstringWhen the customer was created
↳ updatedAtstringWhen the customer was updated
↳ emailsarrayEmail addresses
↳ idnumberEntry ID
↳ valuestringEntry value
↳ typestringEntry type
↳ phonesarrayPhone numbers
↳ idnumberEntry ID
↳ valuestringEntry value
↳ typestringEntry type
↳ websitesarrayWebsites
↳ idnumberEntry ID
↳ valuestringEntry value
↳ typestringEntry type
↳ socialProfilesarraySocial profiles
↳ idnumberEntry ID
↳ valuestringEntry value
↳ typestringEntry type
↳ chatsarrayChat handles
↳ idnumberEntry ID
↳ valuestringEntry value
↳ typestringEntry type
↳ propertiesarrayCustomer property values
↳ slugstringProperty slug
↳ namestringProperty name
↳ typestringProperty type
↳ valuestringStored value
↳ textstringDisplay text

Help Scout Create Customer

Create a Help Scout customer with a profile, email address, and phone number.

Inputs and outputs

Input

ParameterTypeRequiredDescription
firstNamestringNoFirst name (up to 40 characters)
lastNamestringNoLast name (up to 40 characters)
jobTitlestringNoJob title (up to 60 characters)
locationstringNoLocation (up to 60 characters)
backgroundstringNoNotes about the customer (up to 200 characters)
agestringNoAge, e.g. 30-35
genderstringNomale, female, or unknown
photoUrlstringNoPhoto URL (up to 200 characters)
emailstringNoEmail address
emailTypestringNowork, home, or other (defaults to work)
phonestringNoPhone number
phoneTypestringNowork, home, mobile, fax, pager, or other (defaults to work)
organizationIdstringNoID of the organization the customer belongs to

Output

ParameterTypeDescription
idnumberID of the new customer

Help Scout Update Customer

Update profile fields on a Help Scout customer and add an email address or phone number. Only the fields you provide are changed.

Inputs and outputs

Input

ParameterTypeRequiredDescription
customerIdstringYesCustomer ID
firstNamestringNoFirst name (up to 40 characters)
lastNamestringNoLast name (up to 40 characters)
jobTitlestringNoJob title (up to 60 characters)
locationstringNoLocation (up to 60 characters)
backgroundstringNoNotes about the customer (up to 200 characters)
agestringNoAge, e.g. 30-35
genderstringNomale, female, or unknown
photoUrlstringNoPhoto URL (up to 200 characters)
emailstringNoEmail address to add to the customer
emailTypestringNowork, home, or other (defaults to work)
phonestringNoPhone number to add to the customer
phoneTypestringNowork, home, mobile, fax, pager, or other (defaults to work)

Output

ParameterTypeDescription
customerIdnumberID of the updated customer

Help Scout List Inboxes

List the Help Scout inboxes (mailboxes) the connected user can access.

Inputs and outputs

Input

ParameterTypeRequiredDescription
pagenumberNoPage number to fetch, starting at 1

Output

ParameterTypeDescription
mailboxesarrayInboxes on this page
↳ idnumberInbox ID
↳ namestringInbox name
↳ slugstringInbox slug
↳ emailstringInbox email address
↳ createdAtstringWhen the inbox was created
↳ updatedAtstringWhen the inbox was updated
pagejsonPagination details
↳ numbernumberCurrent page number
↳ sizenumberResults per page
↳ totalElementsnumberTotal matching results
↳ totalPagesnumberTotal number of pages
nextPagenumberPage number to request next, or null on the last page

Help Scout List Folders

List the folders in a Help Scout inbox with their conversation counts.

Inputs and outputs

Input

ParameterTypeRequiredDescription
mailboxIdstringYesInbox ID
pagenumberNoPage number to fetch, starting at 1

Output

ParameterTypeDescription
foldersarrayFolders on this page
↳ idnumberFolder ID
↳ namestringFolder name
↳ typestringFolder type
↳ userIdnumberID of the folder owner
↳ totalCountnumberTotal conversations in the folder
↳ activeCountnumberActive conversations in the folder
↳ updatedAtstringWhen the folder was updated
pagejsonPagination details
↳ numbernumberCurrent page number
↳ sizenumberResults per page
↳ totalElementsnumberTotal matching results
↳ totalPagesnumberTotal number of pages
nextPagenumberPage number to request next, or null on the last page

Help Scout List Users

List Help Scout users, optionally filtered by exact email or by inbox.

Inputs and outputs

Input

ParameterTypeRequiredDescription
emailstringNoExact email address to look up
mailboxIdstringNoInbox ID to filter by
pagenumberNoPage number to fetch, starting at 1

Output

ParameterTypeDescription
usersarrayUsers on this page
↳ idnumberUser ID
↳ firstNamestringFirst name
↳ lastNamestringLast name
↳ emailstringEmail address
↳ rolestringAccount role
↳ timezonestringTime zone
↳ photoUrlstringPhoto URL
↳ typestringUser type
↳ mentionstringMention handle
↳ initialsstringInitials
↳ jobTitlestringJob title
↳ phonestringPhone number
↳ alternateEmailsarrayAlternate email addresses
↳ createdAtstringWhen the user was created
↳ updatedAtstringWhen the user was updated
pagejsonPagination details
↳ numbernumberCurrent page number
↳ sizenumberResults per page
↳ totalElementsnumberTotal matching results
↳ totalPagesnumberTotal number of pages
nextPagenumberPage number to request next, or null on the last page

Help Scout Get Current User

Get the Help Scout user the connection acts as, and its company ID.

Inputs and outputs

Input

ParameterTypeRequiredDescription

Output

ParameterTypeDescription
userjsonConnected user
↳ idnumberUser ID
↳ firstNamestringFirst name
↳ lastNamestringLast name
↳ emailstringEmail address
↳ rolestringAccount role
↳ timezonestringTime zone
↳ photoUrlstringPhoto URL
↳ typestringUser type
↳ mentionstringMention handle
↳ initialsstringInitials
↳ jobTitlestringJob title
↳ phonestringPhone number
↳ alternateEmailsarrayAlternate email addresses
↳ createdAtstringWhen the user was created
↳ updatedAtstringWhen the user was updated
companyIdnumberHelp Scout company ID

Help Scout List Tags

List the tags used across all Help Scout inboxes, in alphabetical order.

Inputs and outputs

Input

ParameterTypeRequiredDescription
pagenumberNoPage number to fetch, starting at 1

Output

ParameterTypeDescription
tagsarrayTags on this page
↳ idnumberTag ID
↳ namestringTag name
↳ slugstringTag slug
↳ ticketCountnumberNumber of conversations with the tag
↳ createdAtstringWhen the tag was created
↳ updatedAtstringWhen the tag was updated
pagejsonPagination details
↳ numbernumberCurrent page number
↳ sizenumberResults per page
↳ totalElementsnumberTotal matching results
↳ totalPagesnumberTotal number of pages
nextPagenumberPage number to request next, or null on the last page

Help Scout List Teams

List the teams in the Help Scout account. Team IDs can be used to assign conversations.

Inputs and outputs

Input

ParameterTypeRequiredDescription
pagenumberNoPage number to fetch, starting at 1

Output

ParameterTypeDescription
teamsarrayTeams on this page
↳ idnumberTeam ID
↳ namestringTeam name
↳ mentionstringMention handle
↳ initialsstringInitials
↳ timezonestringTime zone
↳ photoUrlstringPhoto URL
↳ createdAtstringWhen the team was created
↳ updatedAtstringWhen the team was updated
pagejsonPagination details
↳ numbernumberCurrent page number
↳ sizenumberResults per page
↳ totalElementsnumberTotal matching results
↳ totalPagesnumberTotal number of pages
nextPagenumberPage number to request next, or null on the last page

Help Scout List Workflows

List Help Scout workflows, optionally filtered by inbox or by type (manual or automatic).

Inputs and outputs

Input

ParameterTypeRequiredDescription
mailboxIdstringNoInbox ID to filter by
workflowTypestringNomanual or automatic
pagenumberNoPage number to fetch, starting at 1

Output

ParameterTypeDescription
workflowsarrayWorkflows on this page
↳ idnumberWorkflow ID
↳ mailboxIdnumberInbox ID
↳ typestringmanual or automatic
↳ statusstringactive, inactive, or invalid
↳ ordernumberWorkflow order
↳ namestringWorkflow name
↳ createdAtstringWhen the workflow was created
↳ modifiedAtstringWhen the workflow was modified
pagejsonPagination details
↳ numbernumberCurrent page number
↳ sizenumberResults per page
↳ totalElementsnumberTotal matching results
↳ totalPagesnumberTotal number of pages
nextPagenumberPage number to request next, or null on the last page

Help Scout Run Workflow

Run a manual Help Scout workflow on up to 50 conversations. The conversations must be in the same inbox as the workflow.

Inputs and outputs

Input

ParameterTypeRequiredDescription
workflowIdstringYesID of the manual workflow to run
conversationIdsstringYesComma-separated conversation IDs (up to 50)

Output

ParameterTypeDescription
workflowIdnumberID of the workflow that ran
conversationIdsarrayConversations the workflow ran on

Help Scout Update Custom Fields

Replace the custom field values on a Help Scout conversation. Fields left out are cleared, except Help Scout-managed fields such as Topic and Sentiment, which keep their value. Dropdowns take the option ID and dates use YYYY-MM-DD.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
customFieldsjsonYesEvery custom field value the conversation should have, as [{"id": 104, "value": "168"}]. Use List Custom Fields for IDs and dropdown option IDs.

Output

ParameterTypeDescription
conversationIdnumberID of the updated conversation

Help Scout List Custom Fields

List the custom fields defined for a Help Scout inbox, with their IDs, types, and dropdown options.

Inputs and outputs

Input

ParameterTypeRequiredDescription
mailboxIdstringYesInbox ID
pagenumberNoPage number to fetch, starting at 1

Output

ParameterTypeDescription
customFieldsarrayCustom fields on this page
↳ idnumberCustom field ID
↳ namestringCustom field name
↳ typestringField type (singleline, multiline, dropdown, number, date)
↳ requiredbooleanWhether the field must be set
↳ ordernumberDisplay order
↳ systemTypestringHelp Scout-managed field kind (topic or sentiment), if any
↳ optionsarrayDropdown options; set a dropdown field to an option ID
↳ idnumberOption ID
↳ labelstringOption label
↳ ordernumberOption order
pagejsonPagination details
↳ numbernumberCurrent page number
↳ sizenumberResults per page
↳ totalElementsnumberTotal matching results
↳ totalPagesnumberTotal number of pages
nextPagenumberPage number to request next, or null on the last page

Help Scout Snooze Conversation

Snooze a Help Scout conversation until a future time, optionally waking it when the customer replies. A new snooze replaces the previous one.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
snoozedUntilstringYesWhen the snooze ends, as an ISO 8601 date-time (e.g. 2025-02-15T12:00:00Z)
unsnoozeOnCustomerReplybooleanNoWake the conversation when the customer replies (defaults to true)

Output

ParameterTypeDescription
conversationIdnumberID of the updated conversation

Help Scout Unsnooze Conversation

End the snooze on a Help Scout conversation. It returns to its folder (Mine, Team, or Unassigned) and is reactivated if needed.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID

Output

ParameterTypeDescription
conversationIdnumberID of the updated conversation

Help Scout List Saved Replies

List the saved replies (canned responses) in a Help Scout inbox with a preview of each.

Inputs and outputs

Input

ParameterTypeRequiredDescription
mailboxIdstringYesInbox ID
includeChatRepliesbooleanNoInclude chat-only saved replies (defaults to false)

Output

ParameterTypeDescription
savedRepliesarraySaved replies in the inbox
↳ idnumberSaved reply ID
↳ namestringSaved reply name
↳ previewstringPreview of the email text
↳ chatPreviewstringPreview of the chat text

Help Scout Get Saved Reply

Get the full text of a Help Scout saved reply for email and chat.

Inputs and outputs

Input

ParameterTypeRequiredDescription
mailboxIdstringYesInbox ID the saved reply belongs to
savedReplyIdstringYesSaved reply ID

Output

ParameterTypeDescription
savedReplyjsonSaved reply
↳ idnumberSaved reply ID
↳ namestringSaved reply name
↳ textstringEmail reply text (HTML)
↳ chatTextstringChat reply text

Help Scout List Customer Properties

List the customer property definitions in Help Scout (slug, type, and dropdown options) used by Update Customer Properties.

Inputs and outputs

Input

ParameterTypeRequiredDescription

Output

ParameterTypeDescription
customerPropertiesarrayCustomer property definitions
↳ slugstringProperty slug used to set values
↳ namestringProperty name
↳ typestringValue type (text, number, url, date, dropdown)
↳ optionsarrayDropdown options
↳ idstringOption ID
↳ labelstringOption label

Help Scout Update Customer Properties

Set or remove customer property values (for example plan or MRR) on a Help Scout customer, keyed by property slug.

Inputs and outputs

Input

ParameterTypeRequiredDescription
customerIdstringYesCustomer ID
propertiesjsonYesProperty values keyed by slug, e.g. {"plan": "Plus", "employees": 25}. Use null to remove a value. Dates use YYYY-MM-DD and dropdowns take the option ID or label.

Output

ParameterTypeDescription
customerIdnumberID of the updated customer

Help Scout Add Customer Message

Add a message from the customer to an existing Help Scout conversation, for example one received on another channel. This reopens the conversation.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
customerIdstringNoID of the customer sending the message; takes precedence over the email
customerEmailstringNoEmail of the customer sending the message, used when no customer ID is given
textstringYesMessage text
ccstringNoComma-separated CC email addresses
bccstringNoComma-separated BCC email addresses

Output

ParameterTypeDescription
conversationIdnumberConversation ID
threadIdnumberID of the new thread

Help Scout Change Conversation Customer

Change the primary customer of a Help Scout conversation.

Inputs and outputs

Input

ParameterTypeRequiredDescription
conversationIdstringYesConversation ID
customerIdstringYesID of the customer to make primary

Output

ParameterTypeDescription
conversationIdnumberID of the updated conversation

Help Scout List Organizations

List Help Scout organizations (companies), 50 per page, most recently active first by default.

Inputs and outputs

Input

ParameterTypeRequiredDescription
organizationSortstringNoname, customerCount, conversationCount, or lastInteractionAt, optionally with ,asc or ,desc (defaults to lastInteractionAt,desc)
pagenumberNoPage number to fetch, starting at 1

Output

ParameterTypeDescription
organizationsarrayOrganizations on this page
↳ idnumberOrganization ID
↳ namestringOrganization name
↳ websitestringWebsite
↳ descriptionstringDescription
↳ locationstringTwo-letter country code
↳ logoUrlstringLogo URL
↳ notestringCustom note
↳ domainsarrayDomains used to match customers to the organization
↳ phonesarrayPhone numbers
↳ brandColorstringBrand color (hex)
↳ customerCountnumberNumber of customers (when counts are included)
↳ conversationCountnumberNumber of conversations (when counts are included)
↳ propertiesarrayOrganization property values (when properties are included)
↳ definitionIdnumberProperty definition ID
↳ slugstringProperty slug
↳ namestringProperty name
↳ typestringProperty type
↳ valuestringProperty value
↳ optionsarrayOption labels (dropdown properties)
pagejsonPagination details
↳ numbernumberCurrent page number
↳ sizenumberResults per page
↳ totalElementsnumberTotal matching results
↳ totalPagesnumberTotal number of pages
nextPagenumberPage number to request next, or null on the last page

Help Scout Get Organization

Get a Help Scout organization by ID, optionally with its customer and conversation counts and property values.

Inputs and outputs

Input

ParameterTypeRequiredDescription
organizationIdstringYesOrganization ID
includeCountsbooleanNoInclude customer and conversation counts
includePropertiesbooleanNoInclude organization property values

Output

ParameterTypeDescription
organizationjsonOrganization details
↳ idnumberOrganization ID
↳ namestringOrganization name
↳ websitestringWebsite
↳ descriptionstringDescription
↳ locationstringTwo-letter country code
↳ logoUrlstringLogo URL
↳ notestringCustom note
↳ domainsarrayDomains used to match customers to the organization
↳ phonesarrayPhone numbers
↳ brandColorstringBrand color (hex)
↳ customerCountnumberNumber of customers (when counts are included)
↳ conversationCountnumberNumber of conversations (when counts are included)
↳ propertiesarrayOrganization property values (when properties are included)
↳ definitionIdnumberProperty definition ID
↳ slugstringProperty slug
↳ namestringProperty name
↳ typestringProperty type
↳ valuestringProperty value
↳ optionsarrayOption labels (dropdown properties)

Triggers

A trigger starts a workflow when a supported event occurs in this service.

Help Scout Agent Replied

Trigger workflow when an agent replies to a Help Scout conversation (auto replies are not included)

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.
triggerMailboxSelectorproject-selectorNoOnly receive events for conversations in this inbox. Leave empty for every inbox.
triggerMailboxIdstringNoInbox ID

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
conversationIdnumberConversation ID
conversationobject
↳ idnumberConversation ID
↳ numbernumberConversation number shown in Help Scout
↳ threadCountnumberNumber of published threads, excluding notes
↳ folderIdnumberFolder ID
↳ statusstringactive, pending, closed, or spam
↳ statestringpublished, draft, or deleted
↳ subjectstringSubject
↳ previewstringPreview text from the most recent thread
↳ mailboxIdnumberInbox ID
↳ assigneejsonUser or team the conversation is assigned to (id, type, first, last, name, email)
↳ createdByjsonUser or customer who created the conversation (id, type, first, last, name, email)
↳ primaryCustomerjsonPrimary customer of the conversation (id, type, first, last, name, email)
↳ createdAtstringWhen the conversation was created
↳ closedAtstringWhen the conversation was closed
↳ closedBynumberID of the user who closed it
↳ userUpdatedAtstringWhen a user last updated the conversation
↳ customerWaitingSincestringWhen the customer started waiting for a reply
↳ sourceTypestringOriginating channel
↳ sourceViastringuser or customer
↳ tagsarrayTags on the conversation (id, tag, color)
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ customFieldsarrayCustom field values (id, name, value, text)
↳ snoozedUntilstringWhen the snooze ends, if the conversation is snoozed
↳ webUrlstringLink to the conversation in Help Scout
payloadjsonRaw Help Scout webhook payload

Help Scout Conversation Assigned

Trigger workflow when a Help Scout conversation is assigned

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.
triggerMailboxSelectorproject-selectorNoOnly receive events for conversations in this inbox. Leave empty for every inbox.
triggerMailboxIdstringNoInbox ID

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
conversationIdnumberConversation ID
conversationobject
↳ idnumberConversation ID
↳ numbernumberConversation number shown in Help Scout
↳ threadCountnumberNumber of published threads, excluding notes
↳ folderIdnumberFolder ID
↳ statusstringactive, pending, closed, or spam
↳ statestringpublished, draft, or deleted
↳ subjectstringSubject
↳ previewstringPreview text from the most recent thread
↳ mailboxIdnumberInbox ID
↳ assigneejsonUser or team the conversation is assigned to (id, type, first, last, name, email)
↳ createdByjsonUser or customer who created the conversation (id, type, first, last, name, email)
↳ primaryCustomerjsonPrimary customer of the conversation (id, type, first, last, name, email)
↳ createdAtstringWhen the conversation was created
↳ closedAtstringWhen the conversation was closed
↳ closedBynumberID of the user who closed it
↳ userUpdatedAtstringWhen a user last updated the conversation
↳ customerWaitingSincestringWhen the customer started waiting for a reply
↳ sourceTypestringOriginating channel
↳ sourceViastringuser or customer
↳ tagsarrayTags on the conversation (id, tag, color)
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ customFieldsarrayCustom field values (id, name, value, text)
↳ snoozedUntilstringWhen the snooze ends, if the conversation is snoozed
↳ webUrlstringLink to the conversation in Help Scout
payloadjsonRaw Help Scout webhook payload

Help Scout Conversation Created

Trigger workflow when a conversation is created in Help Scout

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.
triggerMailboxSelectorproject-selectorNoOnly receive events for conversations in this inbox. Leave empty for every inbox.
triggerMailboxIdstringNoInbox ID

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
conversationIdnumberConversation ID
conversationobject
↳ idnumberConversation ID
↳ numbernumberConversation number shown in Help Scout
↳ threadCountnumberNumber of published threads, excluding notes
↳ folderIdnumberFolder ID
↳ statusstringactive, pending, closed, or spam
↳ statestringpublished, draft, or deleted
↳ subjectstringSubject
↳ previewstringPreview text from the most recent thread
↳ mailboxIdnumberInbox ID
↳ assigneejsonUser or team the conversation is assigned to (id, type, first, last, name, email)
↳ createdByjsonUser or customer who created the conversation (id, type, first, last, name, email)
↳ primaryCustomerjsonPrimary customer of the conversation (id, type, first, last, name, email)
↳ createdAtstringWhen the conversation was created
↳ closedAtstringWhen the conversation was closed
↳ closedBynumberID of the user who closed it
↳ userUpdatedAtstringWhen a user last updated the conversation
↳ customerWaitingSincestringWhen the customer started waiting for a reply
↳ sourceTypestringOriginating channel
↳ sourceViastringuser or customer
↳ tagsarrayTags on the conversation (id, tag, color)
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ customFieldsarrayCustom field values (id, name, value, text)
↳ snoozedUntilstringWhen the snooze ends, if the conversation is snoozed
↳ webUrlstringLink to the conversation in Help Scout
payloadjsonRaw Help Scout webhook payload

Help Scout Conversation Deleted

Trigger workflow when a Help Scout conversation is deleted

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.
triggerMailboxSelectorproject-selectorNoOnly receive events for conversations in this inbox. Leave empty for every inbox.
triggerMailboxIdstringNoInbox ID

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
conversationIdnumberID of the deleted conversation
payloadjsonRaw Help Scout webhook payload

Help Scout Conversation Merged

Trigger workflow when Help Scout conversations are merged

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.
triggerMailboxSelectorproject-selectorNoOnly receive events for conversations in this inbox. Leave empty for every inbox.
triggerMailboxIdstringNoInbox ID

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
conversationIdnumberConversation ID
conversationobject
↳ idnumberConversation ID
↳ numbernumberConversation number shown in Help Scout
↳ threadCountnumberNumber of published threads, excluding notes
↳ folderIdnumberFolder ID
↳ statusstringactive, pending, closed, or spam
↳ statestringpublished, draft, or deleted
↳ subjectstringSubject
↳ previewstringPreview text from the most recent thread
↳ mailboxIdnumberInbox ID
↳ assigneejsonUser or team the conversation is assigned to (id, type, first, last, name, email)
↳ createdByjsonUser or customer who created the conversation (id, type, first, last, name, email)
↳ primaryCustomerjsonPrimary customer of the conversation (id, type, first, last, name, email)
↳ createdAtstringWhen the conversation was created
↳ closedAtstringWhen the conversation was closed
↳ closedBynumberID of the user who closed it
↳ userUpdatedAtstringWhen a user last updated the conversation
↳ customerWaitingSincestringWhen the customer started waiting for a reply
↳ sourceTypestringOriginating channel
↳ sourceViastringuser or customer
↳ tagsarrayTags on the conversation (id, tag, color)
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ customFieldsarrayCustom field values (id, name, value, text)
↳ snoozedUntilstringWhen the snooze ends, if the conversation is snoozed
↳ webUrlstringLink to the conversation in Help Scout
payloadjsonRaw Help Scout webhook payload

Help Scout Conversation Moved

Trigger workflow when a Help Scout conversation is moved to another inbox

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.
triggerMailboxSelectorproject-selectorNoOnly receive events for conversations in this inbox. Leave empty for every inbox.
triggerMailboxIdstringNoInbox ID

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
conversationIdnumberConversation ID
conversationobject
↳ idnumberConversation ID
↳ numbernumberConversation number shown in Help Scout
↳ threadCountnumberNumber of published threads, excluding notes
↳ folderIdnumberFolder ID
↳ statusstringactive, pending, closed, or spam
↳ statestringpublished, draft, or deleted
↳ subjectstringSubject
↳ previewstringPreview text from the most recent thread
↳ mailboxIdnumberInbox ID
↳ assigneejsonUser or team the conversation is assigned to (id, type, first, last, name, email)
↳ createdByjsonUser or customer who created the conversation (id, type, first, last, name, email)
↳ primaryCustomerjsonPrimary customer of the conversation (id, type, first, last, name, email)
↳ createdAtstringWhen the conversation was created
↳ closedAtstringWhen the conversation was closed
↳ closedBynumberID of the user who closed it
↳ userUpdatedAtstringWhen a user last updated the conversation
↳ customerWaitingSincestringWhen the customer started waiting for a reply
↳ sourceTypestringOriginating channel
↳ sourceViastringuser or customer
↳ tagsarrayTags on the conversation (id, tag, color)
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ customFieldsarrayCustom field values (id, name, value, text)
↳ snoozedUntilstringWhen the snooze ends, if the conversation is snoozed
↳ webUrlstringLink to the conversation in Help Scout
payloadjsonRaw Help Scout webhook payload

Help Scout Conversation Status Changed

Trigger workflow when the status of a Help Scout conversation changes

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.
triggerMailboxSelectorproject-selectorNoOnly receive events for conversations in this inbox. Leave empty for every inbox.
triggerMailboxIdstringNoInbox ID

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
conversationIdnumberConversation ID
conversationobject
↳ idnumberConversation ID
↳ numbernumberConversation number shown in Help Scout
↳ threadCountnumberNumber of published threads, excluding notes
↳ folderIdnumberFolder ID
↳ statusstringactive, pending, closed, or spam
↳ statestringpublished, draft, or deleted
↳ subjectstringSubject
↳ previewstringPreview text from the most recent thread
↳ mailboxIdnumberInbox ID
↳ assigneejsonUser or team the conversation is assigned to (id, type, first, last, name, email)
↳ createdByjsonUser or customer who created the conversation (id, type, first, last, name, email)
↳ primaryCustomerjsonPrimary customer of the conversation (id, type, first, last, name, email)
↳ createdAtstringWhen the conversation was created
↳ closedAtstringWhen the conversation was closed
↳ closedBynumberID of the user who closed it
↳ userUpdatedAtstringWhen a user last updated the conversation
↳ customerWaitingSincestringWhen the customer started waiting for a reply
↳ sourceTypestringOriginating channel
↳ sourceViastringuser or customer
↳ tagsarrayTags on the conversation (id, tag, color)
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ customFieldsarrayCustom field values (id, name, value, text)
↳ snoozedUntilstringWhen the snooze ends, if the conversation is snoozed
↳ webUrlstringLink to the conversation in Help Scout
payloadjsonRaw Help Scout webhook payload

Help Scout Conversation Tags Updated

Trigger workflow when the tags on a Help Scout conversation change

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.
triggerMailboxSelectorproject-selectorNoOnly receive events for conversations in this inbox. Leave empty for every inbox.
triggerMailboxIdstringNoInbox ID

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
conversationIdnumberConversation ID
conversationobject
↳ idnumberConversation ID
↳ numbernumberConversation number shown in Help Scout
↳ threadCountnumberNumber of published threads, excluding notes
↳ folderIdnumberFolder ID
↳ statusstringactive, pending, closed, or spam
↳ statestringpublished, draft, or deleted
↳ subjectstringSubject
↳ previewstringPreview text from the most recent thread
↳ mailboxIdnumberInbox ID
↳ assigneejsonUser or team the conversation is assigned to (id, type, first, last, name, email)
↳ createdByjsonUser or customer who created the conversation (id, type, first, last, name, email)
↳ primaryCustomerjsonPrimary customer of the conversation (id, type, first, last, name, email)
↳ createdAtstringWhen the conversation was created
↳ closedAtstringWhen the conversation was closed
↳ closedBynumberID of the user who closed it
↳ userUpdatedAtstringWhen a user last updated the conversation
↳ customerWaitingSincestringWhen the customer started waiting for a reply
↳ sourceTypestringOriginating channel
↳ sourceViastringuser or customer
↳ tagsarrayTags on the conversation (id, tag, color)
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ customFieldsarrayCustom field values (id, name, value, text)
↳ snoozedUntilstringWhen the snooze ends, if the conversation is snoozed
↳ webUrlstringLink to the conversation in Help Scout
payloadjsonRaw Help Scout webhook payload

Help Scout Customer Created

Trigger workflow when a customer is created in Help Scout (fires for every inbox)

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
customerIdnumberCustomer ID
customerobject
↳ idnumberCustomer ID
↳ firstNamestringFirst name
↳ lastNamestringLast name
↳ genderstringGender
↳ jobTitlestringJob title
↳ locationstringLocation
↳ organizationstringOrganization name
↳ organizationIdnumberOrganization ID
↳ photoTypestringPhoto source
↳ photoUrlstringPhoto URL
↳ agestringAge
↳ backgroundstringNotes about the customer
↳ conversationCountnumberNumber of conversations
↳ draftbooleanWhether the customer is a draft record
↳ createdAtstringWhen the customer was created
↳ updatedAtstringWhen the customer was updated
↳ emailsarrayEmail addresses (id, value, type)
↳ phonesarrayPhone numbers (id, value, type)
↳ websitesarrayWebsites (id, value, type)
↳ socialProfilesarraySocial profiles (id, value, type)
↳ chatsarrayChat handles (id, value, type)
payloadjsonRaw Help Scout webhook payload

Help Scout Customer Replied

Trigger workflow when a customer replies to a Help Scout conversation

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.
triggerMailboxSelectorproject-selectorNoOnly receive events for conversations in this inbox. Leave empty for every inbox.
triggerMailboxIdstringNoInbox ID

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
conversationIdnumberConversation ID
conversationobject
↳ idnumberConversation ID
↳ numbernumberConversation number shown in Help Scout
↳ threadCountnumberNumber of published threads, excluding notes
↳ folderIdnumberFolder ID
↳ statusstringactive, pending, closed, or spam
↳ statestringpublished, draft, or deleted
↳ subjectstringSubject
↳ previewstringPreview text from the most recent thread
↳ mailboxIdnumberInbox ID
↳ assigneejsonUser or team the conversation is assigned to (id, type, first, last, name, email)
↳ createdByjsonUser or customer who created the conversation (id, type, first, last, name, email)
↳ primaryCustomerjsonPrimary customer of the conversation (id, type, first, last, name, email)
↳ createdAtstringWhen the conversation was created
↳ closedAtstringWhen the conversation was closed
↳ closedBynumberID of the user who closed it
↳ userUpdatedAtstringWhen a user last updated the conversation
↳ customerWaitingSincestringWhen the customer started waiting for a reply
↳ sourceTypestringOriginating channel
↳ sourceViastringuser or customer
↳ tagsarrayTags on the conversation (id, tag, color)
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ customFieldsarrayCustom field values (id, name, value, text)
↳ snoozedUntilstringWhen the snooze ends, if the conversation is snoozed
↳ webUrlstringLink to the conversation in Help Scout
payloadjsonRaw Help Scout webhook payload

Help Scout Customer Updated

Trigger workflow when a Help Scout customer is updated

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
customerIdnumberCustomer ID
customerobject
↳ idnumberCustomer ID
↳ firstNamestringFirst name
↳ lastNamestringLast name
↳ genderstringGender
↳ jobTitlestringJob title
↳ locationstringLocation
↳ organizationstringOrganization name
↳ organizationIdnumberOrganization ID
↳ photoTypestringPhoto source
↳ photoUrlstringPhoto URL
↳ agestringAge
↳ backgroundstringNotes about the customer
↳ conversationCountnumberNumber of conversations
↳ draftbooleanWhether the customer is a draft record
↳ createdAtstringWhen the customer was created
↳ updatedAtstringWhen the customer was updated
↳ emailsarrayEmail addresses (id, value, type)
↳ phonesarrayPhone numbers (id, value, type)
↳ websitesarrayWebsites (id, value, type)
↳ socialProfilesarraySocial profiles (id, value, type)
↳ chatsarrayChat handles (id, value, type)
payloadjsonRaw Help Scout webhook payload

Help Scout Note Created

Trigger workflow when a note is added to a Help Scout conversation

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.
triggerMailboxSelectorproject-selectorNoOnly receive events for conversations in this inbox. Leave empty for every inbox.
triggerMailboxIdstringNoInbox ID

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
conversationIdnumberConversation ID
conversationobject
↳ idnumberConversation ID
↳ numbernumberConversation number shown in Help Scout
↳ threadCountnumberNumber of published threads, excluding notes
↳ folderIdnumberFolder ID
↳ statusstringactive, pending, closed, or spam
↳ statestringpublished, draft, or deleted
↳ subjectstringSubject
↳ previewstringPreview text from the most recent thread
↳ mailboxIdnumberInbox ID
↳ assigneejsonUser or team the conversation is assigned to (id, type, first, last, name, email)
↳ createdByjsonUser or customer who created the conversation (id, type, first, last, name, email)
↳ primaryCustomerjsonPrimary customer of the conversation (id, type, first, last, name, email)
↳ createdAtstringWhen the conversation was created
↳ closedAtstringWhen the conversation was closed
↳ closedBynumberID of the user who closed it
↳ userUpdatedAtstringWhen a user last updated the conversation
↳ customerWaitingSincestringWhen the customer started waiting for a reply
↳ sourceTypestringOriginating channel
↳ sourceViastringuser or customer
↳ tagsarrayTags on the conversation (id, tag, color)
↳ ccarrayCC email addresses
↳ bccarrayBCC email addresses
↳ customFieldsarrayCustom field values (id, name, value, text)
↳ snoozedUntilstringWhen the snooze ends, if the conversation is snoozed
↳ webUrlstringLink to the conversation in Help Scout
payloadjsonRaw Help Scout webhook payload

Help Scout Webhook (All Events)

Trigger on every supported Help Scout conversation and customer event

Configuration and outputs

Configuration

ParameterTypeRequiredDescription
triggerCredentialsstringYesSim creates the Help Scout webhook with this account and deletes it when the workflow is undeployed.
triggerMailboxSelectorproject-selectorNoOnly receive events for conversations in this inbox. Leave empty for every inbox.
triggerMailboxIdstringNoInbox ID

Output

ParameterTypeDescription
eventTypestringHelp Scout event name, e.g. convo.created
payloadjsonRaw Help Scout webhook payload