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IntegrationsHelp ScoutDocmaker
Help Scout + Docmaker

Connect Help Scout and Docmaker to Build Intelligent Automations

Choose a Trigger

Help Scout

When this happens...

Choose an Action

Docmaker

Automatically do this!

Ready to use Help Scout and Docmaker automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

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

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.

Create PDF From Docx Template

Create PDF From Docx Template

Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.

Fill Out PDF Form

Fill Out PDF Form

Fills a pdf form

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Help Scout and Docmaker?

To start, connect both your Help Scout and Docmaker accounts to viaSocket. Once connected, you can set up a workflow where an event in Help Scout triggers actions in Docmaker (or vice versa).

Can we customize how data from Help Scout is recorded in Docmaker?

Absolutely. You can customize how Help Scout data is recorded in Docmaker. This includes choosing which data fields go into which fields of Docmaker, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Help Scout and Docmaker?

The data sync between Help Scout and Docmaker typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Help Scout to Docmaker?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Help Scout and Docmaker?

Yes, you can set conditional logic to control the flow of data between Help Scout and Docmaker. 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.

Help Scout

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.

Customer Support
Learn More
Docmaker

About Docmaker

DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.

DocumentsProductivity
Learn More

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