Connect Help Scout and Docstar to Build Intelligent Automations
Choose a Trigger
When this happens...
Conversation Assigned
Tags Updated
Update Customer
Note Created
Tag Created
Choose an Action
Automatically do this!
Create a Document
List Pages/Documents
Get Page/Document Content
Ready to use Help Scout and Docstar 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
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
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.
Create a Document
Create a new page under a specified parent with title, optional URL slug, tab ID, and content.
List Pages/Documents
Retrieve pages from a specified collection, optionally filtering by page name or page ID.
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Frequently Asked Questions
To start, connect both your Help Scout and Docstar accounts to viaSocket. Once connected, you can set up a workflow where an event in Help Scout triggers actions in Docstar (or vice versa).
Absolutely. You can customize how Help Scout data is recorded in Docstar. This includes choosing which data fields go into which fields of Docstar, setting up custom formats, and filtering out unwanted information.
The data sync between Help Scout and Docstar 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 Help Scout and Docstar. 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 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 MoreAbout Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
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