Full list

Supported Triggers & Actions

Everything you can automate between Help Scout and Bolna.

When this happensTriggers

A trigger is an event that starts a workflow.

Conversation Assigned

Conversation Assigned

Triggers when a conversation is assigned to agent.

Tags Updated

Tags Updated

Triggers when conversation tags are updated.

Update Customer

Update Customer

triggers when a customer is updated

Note Created

Note Created

Triggers when a note is created

Tag Created

Tag Created

Triggers when tag is created

Call Answered and Completed

Call Answered and Completed

Runs the workflow automatically whenever a completed call is answered by a person (voicemail answers are excluded) and the conversation lasted longer than 0 seconds.

Request a new Trigger for Help Scout

Do thisActions

Action is the task that follows automatically within your Help Scout integrations.

Delete Customer

Delete Customer

This action deletes the customer .

Create Email

Create Email

This actions creates a new email

Delete Email

Delete Email

Deletes the email of a customer.

Create Phone

Create Phone

This action creates the contact.

Make a Phone Call

Make a Phone Call

Create outbound calls.

List All Executions

List All Executions

Retrieve all agents and their details.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Bolna
Bolna + Help Scout
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About Bolna

Bolna is an innovative AI-powered platform designed to enhance communication and interaction through advanced natural language processing capabilities. It offers tools and solutions for seamless and efficient communication, making it ideal for businesses and individuals looking to improve their conversational experiences.

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Frequently Asked Questions

How do I connect Help Scout and Bolna?

Sign up for a free viaSocket account, then authorize both your Help Scout and Bolna accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Help Scout and Bolna as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Help Scout to Bolna?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Bolna. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Help Scout triggers actions in Bolna, and a separate workflow where Bolna triggers actions in Help Scout. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Help Scout and Bolna. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Help Scout and Bolna integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.