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IntegrationsHelp Scoutexa.ai
Help Scout + exa.ai

Connect Help Scout and exa.ai to Build Intelligent Automations

Choose a Trigger

Help Scout

When this happens...

Choose an Action

exa.ai

Automatically do this!

Ready to use Help Scout and exa.ai 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.

Find similar links

Find similar links

Find similar links to the link provided and optionally return the contents of the pages.

Generate an answer from search results

Generate an answer from search results

Get an LLM answer to a question informed by Exa search results. Fully compatible with OpenAI's chat completions.

Request a new Action for Help Scout

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

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Frequently Asked Questions

How do I start an integration between Help Scout and exa.ai?

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

Can we customize how data from Help Scout is recorded in exa.ai?

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

How often does the data sync between Help Scout and exa.ai?

The data sync between Help Scout and exa.ai 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 exa.ai?

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 exa.ai?

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

About exa.ai

Exa.ai is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It offers tools and services that enhance productivity, automate processes, and deliver insights through advanced AI algorithms.

AI ToolsProductivity
Learn More

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