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.
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.
Help Scout Get Conversation
Get a Help Scout conversation by ID, optionally with its threads.
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.
Help Scout Reply to Conversation
Send a reply to the customer on a Help Scout conversation, or save it as a draft.
Help Scout Add Note
Add an internal note to a Help Scout conversation. Customers never see notes.
Help Scout Update Conversation Status
Change the status of a Help Scout conversation to active, open, pending, closed, or spam.
Help Scout Assign Conversation
Assign a Help Scout conversation to a user or team.
Help Scout Unassign Conversation
Remove the assignee from a Help Scout conversation.
Help Scout Update Conversation Subject
Change the subject of a Help Scout conversation.
Help Scout Move Conversation
Move a Help Scout conversation to another inbox.
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.
Help Scout Delete Conversation
Delete a Help Scout 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.
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.
Help Scout Get Customer
Get a Help Scout customer by ID, including emails, phones, websites, social profiles, and properties.
Help Scout Create Customer
Create a Help Scout customer with a profile, email address, and phone number.
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.
Help Scout List Inboxes
List the Help Scout inboxes (mailboxes) the connected user can access.
Help Scout List Folders
List the folders in a Help Scout inbox with their conversation counts.
Help Scout List Users
List Help Scout users, optionally filtered by exact email or by inbox.
Help Scout Get Current User
Get the Help Scout user the connection acts as, and its company ID.
Help Scout List Tags
List the tags used across all Help Scout inboxes, in alphabetical order.
Help Scout List Teams
List the teams in the Help Scout account. Team IDs can be used to assign conversations.
Help Scout List Workflows
List Help Scout workflows, optionally filtered by inbox or by type (manual or automatic).
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.
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.
Help Scout List Custom Fields
List the custom fields defined for a Help Scout inbox, with their IDs, types, and dropdown options.
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.
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.
Help Scout List Saved Replies
List the saved replies (canned responses) in a Help Scout inbox with a preview of each.
Help Scout Get Saved Reply
Get the full text of a Help Scout saved reply for email and chat.
Help Scout List Customer Properties
List the customer property definitions in Help Scout (slug, type, and dropdown options) used by Update Customer Properties.
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.
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.
Help Scout Change Conversation Customer
Change the primary customer of a Help Scout conversation.
Help Scout List Organizations
List Help Scout organizations (companies), 50 per page, most recently active first by default.
Help Scout Get Organization
Get a Help Scout organization by ID, optionally with its customer and conversation counts and property values.
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)
Help Scout Conversation Assigned
Trigger workflow when a Help Scout conversation is assigned
Help Scout Conversation Created
Trigger workflow when a conversation is created in Help Scout
Help Scout Conversation Deleted
Trigger workflow when a Help Scout conversation is deleted
Help Scout Conversation Merged
Trigger workflow when Help Scout conversations are merged
Help Scout Conversation Moved
Trigger workflow when a Help Scout conversation is moved to another inbox
Help Scout Conversation Status Changed
Trigger workflow when the status of a Help Scout conversation changes
Help Scout Conversation Tags Updated
Trigger workflow when the tags on a Help Scout conversation change
Help Scout Customer Created
Trigger workflow when a customer is created in Help Scout (fires for every inbox)
Help Scout Customer Replied
Trigger workflow when a customer replies to a Help Scout conversation
Help Scout Customer Updated
Trigger workflow when a Help Scout customer is updated
Help Scout Note Created
Trigger workflow when a note is added to a Help Scout conversation
Help Scout Webhook (All Events)
Trigger on every supported Help Scout conversation and customer event