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Help Scout

Create conversations, list conversations, and add replies in Help Scout.

Customer supportAPI key9 actionsAll integrations

On this page
  1. Connect
  2. Call it from a workflow
  3. Actions (9)
  4. create_conversation
  5. find_conversation
  6. send_reply
  7. add_note
  8. create_customer
  9. custom_api_call
  10. find_customer
  11. find_user
  12. update_customer_properties
  13. Details

Connect

Auth type: API key (secret_text). Paste the API key (or token) from the provider's settings into the connect dialog. It is encrypted at rest and only decrypted on the server when an action runs.

  • In the editor: Backend panel, Integrations tab, then Connect. This connects it for the project.
  • For every project in a workspace: Workspace settings, Integrations.
  • Owners and admins choose which integrations members may connect in the admin panel (Integrations tab), and can attach their own OAuth app there.

Call it from a workflow

Pass the action name and its input. The call resolves with { success, output, error? }; a missing connection resolves with success false and the reason. See ctx.integrations.invoke and ctx.integrations.call.

Native workflow
// .workflow.js (native ctx)
export async function run(ctx) {
  const res = await ctx.integrations.invoke("help-scout", "create_conversation", {
    "mailboxId": "<mailboxId>",
    "subject": "<subject>",
    "customerEmail": "<customer email>",
    "threadType": "chat",
    "status": "active",
    "body": "<body>"
  });
  if (!res.success) throw new Error(res.error);
  ctx.log.info("Help Scout answered", { output: res.output });
}
defineWorkflow module
// defineWorkflow module (@app/sdk ctx)
import { defineWorkflow } from "@app/sdk";

export default defineWorkflow({
  id: "help-scout-create-conversation",
  name: "Help Scout: Create Conversation",
  description: "Calls Help Scout when a row is created.",
  trigger: { type: "entity_event", entity: "tickets", event: "created" },
  async run(ctx, event) {
    const res = await ctx.integrations.call("help-scout", {
      "action": "create_conversation",
      "mailboxId": "<mailboxId>",
      "subject": "<subject>",
      "customerEmail": "<customer email>",
      "threadType": "chat",
      "status": "active",
      "body": "<body>"
    }) as { success: boolean; error?: string };
    if (!res.success) throw new Error(res.error);
  },
});
From an app (connector proxy)
curl -X POST "$APP_ORIGIN/__appbricx/connector-proxy/help-scout/create_conversation" \
  -H "Authorization: Bearer $APP_KEY" \
  -H "content-type: application/json" \
  -d '{"props":{"mailboxId":"<mailboxId>","subject":"<subject>","customerEmail":"<customer email>","threadType":"chat","status":"active","body":"<body>"}}'

Actions

create_conversationin catalog

Create Conversation. Start a new conversation.

InputTypeDescription
mailboxIdrequiredid (picked from your account)Mailbox
subjectrequiredtextSubject
customerEmailrequiredtextCustomer Email
fromUseroptionalid (picked from your account)From User
threadTyperequiredone of "chat" | "phone" | "reply" | "customer"Thread Type
statusrequiredone of "active" | "closed" | "pending"Conversation Status
bodyrequiredlong textBody
assignTooptionalid (picked from your account)Assigned User
tagsoptionalarrayTags
ccoptionalarrayCC
bccoptionalarrayBCC
importedoptionalbooleanImported

find_conversationin catalog

Find Conversation. Finds an existing conversation using provided filter.

InputTypeDescription
subjectoptionaltextSubject
mailboxIdoptionalid (picked from your account)Mailbox
statusoptionalone of "active" | "open" | "closed" | "pending" | "spam" | "all"Status
assignTooptionalid (picked from your account)Assigned User
emailoptionaltextEmail
tagsoptionalarrayTags
queryoptionaltextCustom Query

send_replyin catalog

Send Reply. Sends a reply in an existing conversation.

InputTypeDescription
conversationIdoptionalid (picked from your account)Conversation
textrequiredlong textReply Text
customerEmailrequiredtextCustomer Email
draftoptionalbooleanDraft
statusoptionalone of "active" | "pending" | "closed" | "spam"Conversation Status
userIdoptionalid (picked from your account)User (who adds the reply)
ccoptionalarrayCC (emails)
bccoptionalarrayBCC (emails)

add_note

Add Note. Adds a note to a conversation.

InputTypeDescription
conversationIdoptionalid (picked from your account)Conversation
textrequiredlong textNote Text
userIdoptionalid (picked from your account)User

create_customer

Create Customer. Adds a new customer to Help Scout.

InputTypeDescription
emailrequiredtextEmail
firstNameoptionaltextFirst Name
lastNameoptionaltextLast Name
phoneoptionaltextPhone
photoUrloptionaltextPhoto URL
jobTitleoptionaltextJob Title
locationoptionaltextLocation
backgroundoptionallong textBackground
ageoptionaltextCustomer’s age (string, e.g. "30-35")
genderoptionalone of "male" | "female" | "unknown"Gender
organizationoptionaltextOrganization
socialProfilesoptionalarrayURLs for social profiles (type will be set to "other")

custom_api_call

Custom API Call. Make a custom API call to a specific endpoint

InputTypeDescription
urlrequiredobject (depends on other props)url
methodrequiredone of "GET" | "POST" | "PATCH" | "PUT" | "DELETE" | "HEAD"Method
headersrequiredobjectAuthorization headers are injected automatically from your connection.
queryParamsrequiredobjectQuery Parameters
body_typeoptionalone of "none" | "json" | "form_data" | "raw"Body Type
bodyoptionalobject (depends on other props)Body
response_is_binaryoptionalbooleanEnable for files like PDFs, images, etc.
failsafeoptionalbooleanNo Error on Failure
timeoutoptionalnumberTimeout (in seconds)
followRedirectsoptionalbooleanFollow redirects

find_customer

Find Customer. Finds a customer by email.

InputTypeDescription
emailrequiredtextEmail

find_user

Find User. Finds a user by email.

InputTypeDescription
emailrequiredtextEmail

update_customer_properties

Update Customer Properties. Updates customer's properties.

InputTypeDescription
customerIdrequiredid (picked from your account)Customer
fieldsrequiredobject (depends on other props)Customer Properties

Details

Id
help-scout
Category
Customer support
Tags
helpdesk, email, support, shared-inbox
Package
@activepieces/piece-help-scout@0.1.4
Tier
Community

On this page

  1. Connect
  2. Call it from a workflow
  3. Actions (9)
  4. create_conversation
  5. find_conversation
  6. send_reply
  7. add_note
  8. create_customer
  9. custom_api_call
  10. find_customer
  11. find_user
  12. update_customer_properties
  13. Details
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