Help Scout integration
Use Help Scout in Zoft workflows, voice agents, chat agents and AI employees. Use Help Scout from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 9 actions
- 4 triggers
- Starts with
New Customer - ZoftAgent or workflow decides what happens next
- Then in Help ScoutSend Reply
- AndCreate Customer
Zoft + Help Scout
What Zoft can do with Help Scout.
- 01Voice agentsA phone agent can use Help Scout actions such as Send Reply and Create Customer during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Help Scout while it talks to the customer.
- 03WorkflowsStart a workflow when “New Customer” happens in Help Scout, or use Help Scout as any step on the canvas.
- 04AI employeesAn AI employee can find and use Help Scout actions on its own, and ask for your approval before it sends or changes anything important.
Actions 9
Things Zoft can do in Help Scout.
- Add NoteAdds a note to a conversation.
- Find UserFinds a user by email.
- Send ReplySends a reply in an existing conversation.
- Find CustomerFinds a customer by email.
- Create CustomerAdds a new customer to Help Scout.
- Custom API CallMake a custom API call to a specific endpoint
- Find ConversationFinds an existing conversation using provided filter.
- Create ConversationStart a new conversation.
- Update Customer PropertiesUpdates customer's properties.
Triggers 4
Events in Help Scout that can start a workflow.
- New CustomerTriggers when a new customer is added.
- Tags UpdatedTriggers when tags on a conversation are modified.
- Conversation CreatedTriggers when a new conversation is started in a mailbox.
- Conversation AssignedTriggers when a conversation is assigned to a user.
Setup
Connect Help Scout in three steps.
- 01ConnectChoose Help Scout in Connections and approve access in the Help Scout sign-in window. Zoft never sees your password.
- 02Put it to workAdd Help Scout as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Help Scout on Zoft, answered.
What can Zoft do with Help Scout?
Zoft supports 9 actions and 4 triggers for Help Scout. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Help Scout to Zoft?
Choose Help Scout in Connections and approve access in the Help Scout sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Help Scout?
Yes. Once Help Scout is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Help Scout without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.