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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
Do thisActions
Action is the task that follows automatically within your Teamtailor integrations.
Create Note
Creates a new note on a candidate.
Update Candidate
Updates an already existing candidate.
Update Job
Updates an already existing candidate.
Find Candidate
Finds a candidate by email.
Create Job
Creates a New Job
Create Candidate
Create a new Candidate
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Frequently Asked Questions
To start, connect both your Teamtailor and Help Scout accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamtailor triggers actions in Help Scout (or vice versa).
Absolutely. You can customize how Teamtailor data is recorded in Help Scout. This includes choosing which data fields go into which fields of Help Scout, setting up custom formats, and filtering out unwanted information.
The data sync between Teamtailor and Help Scout 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 Teamtailor and Help Scout. 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 Teamtailor
Teamtailor is a recruitment and employer branding ATS (Applicant Tracking System) designed to assist teams of all sizes to attract and hire talent efficiently and effectively. The platform integrates various capabilities such as job posting, applicant tracking, and candidate communication.
Learn MoreAbout 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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