Connect 7Shifts and Help Scout to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Conversation Assigned
Triggers when a conversation is assigned to agent.
Tags Updated
Triggers when conversation tags are updated.
Update Customer
triggers when a customer is updated
Note Created
Triggers when a note is created
Tag Created
Triggers when tag is created
Do thisActions
Action is the task that follows automatically within your 7Shifts integrations.
Get Hours and Wages report Detailed
Retrieves either scheduled or actual hours and wages
List Departments
List Departments for a company.
List Locations
List Locations for a company.
List Roles
Lists roles for a company.
Retrive User
Retrieve a specific user by User ID
Delete Customer
This action deletes the customer .
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Frequently Asked Questions
To start, connect both your 7Shifts and Help Scout accounts to viaSocket. Once connected, you can set up a workflow where an event in 7Shifts triggers actions in Help Scout (or vice versa).
Absolutely. You can customize how 7Shifts data is recorded in Help Scout. This includes choosing which data fields go into which fields of Help Scout, setting up custom formats, and filtering out unwanted information.
The data sync between 7Shifts and Help Scout typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between 7Shifts and Help Scout. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About 7Shifts
7shifts offers robust settings for managing labor visibility and schedule configuration, including Time Clocking and integration settings for tracking labor data and hiding certain staff members from the schedule.
Learn MoreAbout Help Scout
Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
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