Connect Help Scout and Heartbeat
Integrate Help Scout with Heartbeat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add user to group in Heartbeat when Conversation Assigned in Help Scout
Create a Group in Heartbeat when Conversation Assigned in Help Scout
Remove User from Group in Heartbeat when Conversation Assigned in Help Scout
Find User in Heartbeat when Conversation Assigned in Help Scout
Create a Channel in Heartbeat when Conversation Assigned in Help Scout
Popular Help Scout + Heartbeat flows
Start from a real workflow other teams are already running.
Choose a trigger
Help Scout
When this happens...
Conversation Assigned
Tags Updated
Update Customer
Note Created
Tag Created
Choose an action
Heartbeat
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Add user to group in Heartbeat when Conversation Assigned in Help Scout
Use this flowCreate a Group in Heartbeat when Conversation Assigned in Help Scout
Use this flowRemove User from Group in Heartbeat when Conversation Assigned in Help Scout
Use this flowFind User in Heartbeat when Conversation Assigned in Help Scout
Use this flowCreate a Channel in Heartbeat when Conversation Assigned in Help Scout
Use this flowCreate a Thread in Heartbeat when Conversation Assigned in Help Scout
Use this flowCreate a Comment in Heartbeat when Conversation Assigned in Help Scout
Use this flowCreate a Event in Heartbeat when Conversation Assigned in Help Scout
Use this flowDeactivate User in Heartbeat when Conversation Assigned in Help Scout
Use this flowInvite Users to Heartbeat when Conversation Assigned in Help Scout
Use this flowSupported Triggers & Actions
Everything you can automate between Help Scout and Heartbeat.
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 Event
Triggers when new events are created.
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.
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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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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 moreSimilar apps
About Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Help Scout and Heartbeat 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 Heartbeat 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 Heartbeat. No coding required.
Yes. You can set up a workflow where Help Scout triggers actions in Heartbeat, and a separate workflow where Heartbeat 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 Heartbeat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Help Scout and Heartbeat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
