Connect TeamWave and Help Scout to Build Intelligent Automations
Ready to use TeamWave and Help Scout 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
Do thisActions
Action is the task that follows automatically within your TeamWave integrations.
Create Task
Creates a new task
List Project Timelog
List all project timelogs.
List Project Share
List all project shares.
Get Project Settings
List all project settings.
Get PM User Permission
Get PM user permissions.
List Taskgroups
Get a list of all taskgroups.
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Frequently Asked Questions
To start, connect both your TeamWave and Help Scout accounts to viaSocket. Once connected, you can set up a workflow where an event in TeamWave triggers actions in Help Scout (or vice versa).
Absolutely. You can customize how TeamWave 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 TeamWave 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 TeamWave 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 TeamWave
TeamWave is a comprehensive business productivity platform that integrates project management, CRM, and HR tools to streamline your business operations. It offers a unified solution to manage projects, track sales, and handle employee data efficiently.
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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