Connect Help Scout and MeisterTask 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 Task
Update Task
Create Label
Create Task Label
Create Project
Find or Create Label
Find or Create Task
Update Project
Create Task Checklist
Create Project Checklist
Create Section
Create Task Comment
Add label To Task
Create Task Timeline Item
Create Task Subscription
Ready to use Help Scout and MeisterTask 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 Task
Triggers when a new task is created in MeisterTask.
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 Task
Creates a new task in MeisterTask.
Update Task
Updates details of an existing task in MeisterTask.
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Frequently Asked Questions
To start, connect both your Help Scout and MeisterTask accounts to viaSocket. Once connected, you can set up a workflow where an event in Help Scout triggers actions in MeisterTask (or vice versa).
Absolutely. You can customize how Help Scout data is recorded in MeisterTask. This includes choosing which data fields go into which fields of MeisterTask, setting up custom formats, and filtering out unwanted information.
The data sync between Help Scout and MeisterTask 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 MeisterTask. 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 MeisterTask
MeisterTask is an intuitive and collaborative task management tool designed to help teams organize and manage their projects efficiently. With features like customizable project boards, time tracking, and seamless integration with other productivity tools, MeisterTask streamlines workflows and enhances team collaboration.
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