Connect Help Scout and touchSMS to Build Intelligent Automations

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Help Scout

When this happens...

Choose an Action

touchSMS

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Conversation Assigned

Conversation Assigned

Triggers when a conversation is assigned to agent.

Tags Updated

Tags Updated

Triggers when conversation tags are updated.

Update Customer

Update Customer

triggers when a customer is updated

Note Created

Note Created

Triggers when a note is created

Tag Created

Tag Created

Triggers when tag is created

New SMS Received

New SMS Received

Triggers when your touchSMS account receives a new SMS and provides the message details (sender, text, time).

Request a new Trigger for Help Scout

Do thisActions

Action is the task that follows automatically within your Help Scout integrations.

Delete Customer

Delete Customer

This action deletes the customer .

Create Email

Create Email

This actions creates a new email

Delete Email

Delete Email

Deletes the email of a customer.

Create Phone

Create Phone

This action creates the contact.

Create Contact

Create Contact

Add a new contact in touchSMS using a mobile number and optional details (first name, surname, email, group). Can update the contact if the number already exists.

Send SMS

Send SMS

Send a text message to the specified phone number using your approved sender ID.

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Frequently Asked Questions

How do I start an integration between Help Scout and touchSMS?

To start, connect both your Help Scout and touchSMS accounts to viaSocket. Once connected, you can set up a workflow where an event in Help Scout triggers actions in touchSMS (or vice versa).

Can we customize how data from Help Scout is recorded in touchSMS?

Absolutely. You can customize how Help Scout data is recorded in touchSMS. This includes choosing which data fields go into which fields of touchSMS, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Help Scout and touchSMS?

The data sync between Help Scout and touchSMS typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Help Scout to touchSMS?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Help Scout and touchSMS?

Yes, you can set conditional logic to control the flow of data between Help Scout and touchSMS. 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

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.

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touchSMS

About touchSMS

touchSMS is a simple app to send and receive SMS from any application.

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