Help Scout Integration

Shared inbox for conversations, customers, and mailboxes — threads, tags, reports, and webhook watches. Route Help Scout tickets, replies, and customer issues into CRM, chat, and escalation workflows. When Watch Conversations arrives, automatically continue with Download Attachment File or Get Address.

Explore Documentation

3-day trialCancel anytimeUp to 10 minutes quick set up

GDPR
Data Encryption
2FA
Local Data Region

Supported triggers and actions for Help Scout integration

Triggers can detect changes in Help Scout and run actions that can create, search or modify data inside Help Scout automatically [3] — exactly how you set them.

Watch ConversationsTriggers when a conversation is created or updated, polled on a schedule.
Watch Help Scout EventsTriggers immediately when Help Scout sends a webhook for a subscribed event.
Download Attachment FileDownloads the file for an attachment.
Get AddressReturns a customer address.
Get Attachment DataReturns metadata for an attachment.
Get Chat ReportReturns the chat report.
Get Company Customers Helped ReportReturns the company customers-helped report.
Get Company Drilldown ReportReturns the company drilldown report.
Get Company Overall ReportReturns the company overall report.
Get ConversationReturns a single conversation.
Get Conversation ReassignmentReturns conversation reassignment settings for a user.
Get Conversations Busy Times ReportReturns the busiest times report.
Get Conversations Drilldown ReportReturns the conversations drilldown report.
Get Conversations Field Drilldown ReportReturns the conversations field drilldown report.
Get Conversations Overall ReportReturns the conversations overall report.
Get CustomerReturns a single customer.
Get Docs Overall ReportReturns the docs overall report.
Get Email ReportReturns the email report.
Get First Response Time ReportReturns the first-response-time report.
Get Happiness Overall ReportReturns the happiness overall report.
Get Happiness Ratings ReportReturns the happiness ratings report.
Get InboxReturns a single inbox.
Get New Conversations Drilldown ReportReturns the new-conversations drilldown report.
Get New Conversations ReportReturns the new-conversations report.
Get OrganizationReturns a single organization.
Get Organization Property DefinitionReturns an organization property definition.
Get Phone ReportReturns the phone report.
Get Productivity Overall ReportReturns the productivity overall report.
Get Received Messages ReportReturns the received-messages report.
Get Replies Sent ReportReturns the replies-sent report.
Get Resolution Time ReportReturns the resolution-time report.
Get Resolved ReportReturns the resolved-conversations report.
Get Resource OwnerReturns the authenticated user.
Get Response Time ReportReturns the response-time report.
Get Routing ConfigurationReturns inbox routing configuration.
Get Satisfaction RatingReturns a satisfaction rating.
Get Saved ReplyReturns a saved reply.
Get System UserReturns a single system user.
Get TagReturns a single tag.
Get Thread Original SourceReturns the original source of a thread.
Get Thread Original Source as RFC 822Returns the original source of a thread as RFC 822.
Get UserReturns a single user.
Get User Chat ReportReturns the user chat report.
Get User Conversation History ReportReturns the user conversation-history report.
Get User Customers Helped ReportReturns the user customers-helped report.
Get User Drilldown ReportReturns the user drilldown report.
Get User Happiness Drilldown ReportReturns the user happiness drilldown report.
Get User Happiness ReportReturns the user happiness report.
Get User Overall ReportReturns the user overall report.
Get User Replies ReportReturns the user replies report.
Get User Resolutions ReportReturns the user resolutions report.
Get User StatusReturns a user's status.
Get Volume by Channel ReportReturns volume by channel.
List Chat HandlesRetrieves customer chat handles.
List ConversationsRetrieves conversations that match the filters.
List Customer Property DefinitionsRetrieves customer property definitions.
List CustomersRetrieves customers.
List EmailsRetrieves customer email addresses.
List Inbox Custom FieldsRetrieves custom fields for an inbox.
List Inbox FoldersRetrieves folders in an inbox.
List InboxesRetrieves inboxes in the account.
List Organization ConversationsRetrieves conversations for an organization.
List Organization CustomersRetrieves customers for an organization.
List Organization Property DefinitionsRetrieves organization property definitions.
List OrganizationsRetrieves organizations.
List PhonesRetrieves customer phone numbers.
List Saved RepliesRetrieves saved replies for an inbox.
List Social ProfilesRetrieves customer social profiles.
List System UsersRetrieves system users.
List TagsRetrieves tags.
List Team MembersRetrieves members of a team.
List TeamsRetrieves teams.
List ThreadsRetrieves threads on a conversation.
List User StatusesRetrieves user statuses.
List UsersRetrieves users.
List WebsitesRetrieves customer websites.
List WorkflowsRetrieves workflows.
Create AddressCreates a customer address.
Create Chat HandleAdds a chat handle to a customer.
Create Chat ThreadAdds a chat thread to a conversation.
Create ConversationCreates a new conversation.
Create CustomerCreates a new customer.
Create Customer Property DefinitionCreates a customer property definition.
Create Customer ThreadAdds a customer thread to a conversation.
Create EmailAdds an email address to a customer.
Create NoteAdds a note to a conversation.
Create OrganizationCreates a new organization.
Create Organization Property DefinitionCreates an organization property definition.
Create PhoneAdds a phone number to a customer.
Create Phone ThreadAdds a phone thread to a conversation.
Create Reply ThreadAdds a reply to a conversation.
Create Saved ReplyCreates a saved reply.
Create Social ProfileAdds a social profile to a customer.
Create UserCreates a new user.
Create WebsiteAdds a website to a customer.
Delete AddressDeletes a customer address.
Delete AttachmentDeletes an attachment.
Delete Chat HandleDeletes a customer chat handle.
Delete ConversationDeletes an existing conversation.
Delete CustomerDeletes an existing customer.
Delete Customer AsynchronouslyDeletes a customer asynchronously.
Delete Customer Property DefinitionDeletes a customer property definition.
Delete EmailDeletes a customer email address.
Delete OrganizationDeletes an existing organization.
Delete Organization Property DefinitionDeletes an organization property definition.
Delete PhoneDeletes a customer phone number.
Delete Saved ReplyDeletes a saved reply.
Delete SnoozeRemoves the snooze from a conversation.
Delete Social ProfileDeletes a customer social profile.
Delete Thread ScheduleDeletes a scheduled thread.
Delete UserDeletes an existing user.
Delete WebsiteDeletes a customer website.
Make an API CallPerforms an arbitrary authorized API call to Help Scout.
Overwrite CustomerReplaces a customer record.
Publish Thread SchedulePublishes a scheduled thread.
Remove Organization Property ValueRemoves a property value from an organization.
Run Manual WorkflowRuns a manual workflow on conversations.
Set Organization Property ValueSets a property value on an organization.
Set User StatusSets a user's status.
Update AddressUpdates a customer address.
Update Chat HandleUpdates a customer chat handle.
Update ConversationUpdates an existing conversation.
Update Conversation Custom FieldsUpdates custom fields on a conversation.
Update Conversation ReassignmentUpdates conversation reassignment settings for a user.
Update Conversation TagsUpdates tags on a conversation.
Update CustomerUpdates an existing customer.
Update Customer PropertiesUpdates property values on a customer.
Update EmailUpdates a customer email address.
Update OrganizationUpdates an existing organization.
Update Organization Property DefinitionUpdates an organization property definition.
Update PhoneUpdates a customer phone number.
Update Routing ConfigurationUpdates inbox routing configuration.
Update Saved ReplyUpdates a saved reply.
Update SnoozeSnoozes a conversation until a time.
Update Social ProfileUpdates a customer social profile.
Update Team MembersUpdates the members of a team.
Update ThreadUpdates an existing thread.
Update Thread ScheduleUpdates a scheduled thread.
Update WebsiteUpdates a customer website.
Update WorkflowUpdates a workflow.
Upload AttachmentUploads an attachment onto a thread.

How to integrate Help Scout in automation workflow?

3 simple steps to make your Help Scout connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Help Scout in workflow

Pick Help Scout app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Help Scout

When prompted, authorize access to Help Scout in WEXTL once. Help Scout credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Help Scout account. Approve?

STEP 3

Build a workflow

Build your workflow with Help Scout yourself or with WEXTL® AI Builder. Connect Help Scout to any available integrations [5], or use HTTP node to go beyond them.

Help Scout

How Help Scout connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Help Scout app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Help Scout supports.

Full Help Scout API documentation

The following table illustrates what fields Help Scout integration require during authorization flow inside our workflow builder [4].

Demonstration of Help Scout connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Client IDRequired	text	OAuth client ID from Help Scout My Apps.
Client SecretRequired	password	OAuth client secret from Help Scout My Apps.

Connect Help Scout to popular apps on WEXTL

Enter a name of the other app you want to sync with Help Scout below. Click on selected app to explore integration options with Help Scout. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Help Scout integration

Select Watch Conversations trigger from Help Scout - this will be a starting point in your automation. Whenever event happens in Help Scout, workflow will start [7] from Watch Conversations node.

Search for Update Conversation Custom Fields, connect it as the next step of integration sequence. You can use filters between Watch Conversations and Update Conversation Custom Fields, so only important data pass from Watch Conversations to the next step. WEXTL gives you full control over the process of Help Scout automation. All parts of workflow are visible on the canvas [4].

Help Scout on WEXTL has 141 modules for crafting support automations. Explore Help Scout documentation for more.

Help Scout

Watch Conversations

Clio Manage

Performs action

Clio Manage

Triggers

Help Scout

Update Conversation Custom Fields

Demonstration of how visual Help Scout automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Help Scout in your workflows.

Help Scout has 2 triggers, including "Watch Conversations" and "Watch Help Scout Events". Triggers are start points of the workflow, and automations may start from them.

Integration has 139 actions, including "Download Attachment File", "Get Address", and "Get Attachment Data", and more. Refer to our Help Scout Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Help Scout integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Help Scout official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Help Scout provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Help Scout or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Help Scout inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Help Scout modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Help Scout integration.

Help Scout integration source code, module specs and credentials implementation.
Internal Help Scout integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Help Scout vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Help Scout App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Help Scout Integration

Supported triggers and actions for Help Scout integration