
When this happens...
Conversation Assigned
Tags Updated
Update Customer
Note Created
Tag Created

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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
Trigger when a new template 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.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Help Scout and Generatebanners accounts to viaSocket. Once connected, you can set up a workflow where an event in Help Scout triggers actions in Generatebanners (or vice versa).
Absolutely. You can customize how Help Scout data is recorded in Generatebanners. This includes choosing which data fields go into which fields of Generatebanners, setting up custom formats, and filtering out unwanted information.
The data sync between Help Scout and Generatebanners 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 Generatebanners. 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 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 MoreGeneratebanners is a platform that specializes in creating custom banners for various purposes, including marketing, events, and online promotions. It offers tools and templates to design visually appealing banners that can enhance brand visibility and engagement.
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