Connect Help Scout and Cloze
Integrate Help Scout with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Company in Cloze when Conversation Assigned in Help Scout
Create ToDo in Cloze when Conversation Assigned in Help Scout
Add a Communication Record in Cloze when Conversation Assigned in Help Scout
Create a Person in Cloze when Conversation Assigned in Help Scout
Create a Project in Cloze when Conversation Assigned in Help Scout
Popular Help Scout + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Help Scout
When this happens...
Conversation Assigned
Tags Updated
Update Customer
Note Created
Tag Created
Choose an action
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Delete Company in Cloze when Conversation Assigned in Help Scout
Use this flowCreate ToDo in Cloze when Conversation Assigned in Help Scout
Use this flowAdd a Communication Record in Cloze when Conversation Assigned in Help Scout
Use this flowCreate a Person in Cloze when Conversation Assigned in Help Scout
Use this flowCreate a Project in Cloze when Conversation Assigned in Help Scout
Use this flowCreate Timeline Event in Cloze when Conversation Assigned in Help Scout
Use this flowCreate a Note in Cloze when Conversation Assigned in Help Scout
Use this flowList all Project from Cloze when Conversation Assigned in Help Scout
Use this flowList People from Cloze when Conversation Assigned in Help Scout
Use this flowList Companies from Cloze when Conversation Assigned in Help Scout
Use this flowSupported Triggers & Actions
Everything you can automate between Help Scout and Cloze.
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
Person Change
Triggers when a person is changed.
Do thisActions
Action is the task that follows automatically within your Help Scout integrations.
Delete Customer
This action deletes the customer .
Create Email
This actions creates a new email
Delete Email
Deletes the email of a customer.
Create Phone
This action creates the contact.
Delete Company
Deletes an existing company by its company Id
Create ToDo
Creates a new Todo
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About 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.
Learn moreSimilar apps
About Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Help Scout and Cloze 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.
Yes. viaSocket uses instant triggers where available, so data moves between Help Scout and Cloze as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cloze. No coding required.
Yes. You can set up a workflow where Help Scout triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Help Scout. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Help Scout and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Help Scout and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
