Integrate Help Scout with Fellow to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Action Items from Fellow when Conversation Assigned in Help Scout
Mark Action Item Complete in Fellow when Conversation Assigned in Help Scout
Archive Action Item in Fellow when Conversation Assigned in Help Scout
List Meeting Recordings from Fellow when Conversation Assigned in Help Scout
Retrieve Recording from Fellow when Conversation Assigned in Help Scout
Start from a real workflow other teams are already running.
Help Scout
When this happens...
Conversation Assigned
Tags Updated
Update Customer
Note Created
Tag Created
Fellow
Automatically do this!
List Action Items
Mark Action Item Complete
Archive Action Item
List Meeting Recordings
Retrieve Recording
List Meeting Notes
Get Meeting Note
List Action Items from Fellow when Conversation Assigned in Help Scout
Use this flowMark Action Item Complete in Fellow when Conversation Assigned in Help Scout
Use this flowArchive Action Item in Fellow when Conversation Assigned in Help Scout
Use this flowList Meeting Recordings from Fellow when Conversation Assigned in Help Scout
Use this flowRetrieve Recording from Fellow when Conversation Assigned in Help Scout
Use this flowList Meeting Notes from Fellow when Conversation Assigned in Help Scout
Use this flowGet Meeting Note from Fellow when Conversation Assigned in Help Scout
Use this flowList Action Items from Fellow when Tags Updated in Help Scout
Use this flowMark Action Item Complete in Fellow when Tags Updated in Help Scout
Use this flowArchive Action Item in Fellow when Tags Updated in Help Scout
Use this flowEverything you can automate between Help Scout and Fellow.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a conversation is assigned to agent.
Triggers when conversation tags are updated.
triggers when a customer is updated
Triggers when a note is created
Triggers when tag is created
Action is the task that follows automatically within your Help Scout integrations.
This action deletes the customer .
This actions creates a new email
Deletes the email of a customer.
This action creates the contact.
Show meeting action items
Mark or unmark an action item

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreTool for teams to create meeting agendas, capture notes, and assign action items.
Learn moreSign up for a free viaSocket account, then authorize both your Help Scout and Fellow 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 Fellow 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 Fellow. No coding required.
Yes. You can set up a workflow where Help Scout triggers actions in Fellow, and a separate workflow where Fellow 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 Fellow. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Help Scout and Fellow integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.