Help Scout

Contact Management

Salesforce

CRM

Integrations Help Scout Salesforce

Create integrations between Help Scout and Salesforce

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Add Contact to Campaign in Salesforce when New File Is Added to a Project in Help-scout

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Add File to Record in Salesforce when New File Is Added to a Project in Help-scout

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Add Lead to Campaign in Salesforce when New File Is Added to a Project in Help-scout

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Create Contact in Salesforce when New File Is Added to a Project in Help-scout

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Create Note in Salesforce when New File Is Added to a Project in Help-scout

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Update Contact in Salesforce when New File Is Added to a Project in Help-scout

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Create Lead in Salesforce when New File Is Added to a Project in Help-scout

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Update Lead in Salesforce when New File Is Added to a Project in Help-scout

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Create Record in Salesforce when New File Is Added to a Project in Help-scout

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Update Record in Salesforce when New File Is Added to a Project in Help-scout

Actions and Triggers

Triggers

New File Is Added to a Project

Returns the details of the project add to the selected file in last 15 minutes.

New Project created

Triggers when a new project is created.

Project Archived

Triggers when a Project get Archived.

New Folder Created

Triggers when a new folder is created.

Reviewer Is Invited to Step

Triggers when a reviewer is invited to an exsisting step.

Comment reply created

Triggers when a reply is created to an exsisting commment.

Actions

Create a Folder

Creates a new folder by it's name.

Create a Project

Creates a Project by folder id.

List Folders

List all Folders.

Upload a File

Uploads a File by step Id.

Get Steps by Project Id

Get all Steps by Project ID.

Get File by Id

Get a File by it's ID.

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Help Scout

Filestage is a content review and collaboration platform that allows teams to proof, revise, and approve documents, images, videos, and audio files effortlessly. It streamlines the feedback process and ensures all stakeholders can contribute efficiently to the creative workflow.

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About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

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