Connect Help Scout and Zeffy
Integrate Help Scout with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Help Scout + Zeffy 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
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Find Contact in Zeffy when Conversation Assigned in Help Scout
Use this flowFind Campaign in Zeffy when Conversation Assigned in Help Scout
Use this flowList Campaigns from Zeffy when Tags Updated in Help Scout
Use this flowFind Campaign in Zeffy when Tags Updated in Help Scout
Use this flowList Campaigns from Zeffy when Update Customer in Help-scout
Use this flowFind Contact in Zeffy when Note Created in Help-scout
Use this flowList Campaigns from Zeffy when Note Created in Help-scout
Use this flowList Campaigns from Zeffy when Tag Created in Help-scout
Use this flowFind Campaign in Zeffy when Tag Created in Help-scout
Use this flowDelete Customer from Help Scout when When a new campaign is created in Zeffy
Use this flowSupported Triggers & Actions
Everything you can automate between Help Scout and Zeffy.
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
When a new campaign is created
Runs the workflow automatically whenever a new campaign is created in your account.
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.
Find Payments
Retrieve donations and other payment transactions, with optional filters for donor, campaign, status, type, currency, date range, and pagination.
Get Payment
Retrieve details for a specific Zeffy payment by its ID.
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 Zeffy
Zeffy is a 100% free, all-in-one fundraising platform and donor CRM for nonprofits in the United States, Canada, United Kingdom, Ireland, and Australia. It lets organizations collect donations, sell event tickets, run raffles and auctions, manage memberships and online stores, launch peer-to-peer campaigns, and process in-person payments—without platform or transaction fees. Zeffy is funded by optional donor tips, supports major payment methods (cards, Apple Pay, Google Pay, ACH), and includes built-in donor management and email tools with no contact limit at any list size, helping nonprofits raise more while keeping every dollar.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Help Scout and Zeffy 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 Zeffy 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 Zeffy. No coding required.
Yes. You can set up a workflow where Help Scout triggers actions in Zeffy, and a separate workflow where Zeffy 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 Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Help Scout and Zeffy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
