Overview
Help Scout is a customer support platform – email-style support inbox. The Automize Help Scout connector covers conversations, customers, mailboxes, tags, workflows.
- Regions: US-headquartered, global SaaS.
- Plans: Free + paid (Standard, Plus, Pro).
Setting up the connection
Auth type: OAuth 2.0 (Authorization Code).
- Help Scout → My Apps → Create OAuth App.
- In Automize → Settings → Connectors → Help Scout. Paste credentials.
Find your credentials at https://secure.helpscout.net/users/apps.
Rate limits
200 req/min.
Data model
Support primitives:
Mailbox ─┬─ Conversations ─── Threads (messages)
├─ Customers
├─ Tags
└─ Workflows (automations)Available operations
11 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Create Conversation | General | Create a new conversation |
| Create Customer | General | Create a new customer |
| Get Conversation | General | Get conversation by ID |
| Get Customer | General | Get customer by ID |
| List Conversations | General | List all conversations |
| List Customers | General | List all customers |
| List Mailboxes | General | List all mailboxes |
| List Tags | General | List all tags |
| Reply to Conversation | General | Reply to a conversation |
| Update Conversation | General | Update a conversation |
| Update Conversation Tags | General | Update tags on a conversation |
Operations
Create Conversation
Create a new conversation
| Parameter | Required | Type | Description |
|---|---|---|---|
Subject subject | Yes | text | |
Customer customer | Yes | text | |
Mailboxid mailboxId | Yes | text | |
Type type | Yes | text | |
Threads threads | Yes | text |
Tips
- subject + customer + thread (first message). status=active for new ticket.
Create Customer
Create a new customer
| Parameter | Required | Type | Description |
|---|---|---|---|
Firstname firstName | Yes | text | |
Lastname lastName | Yes | text | |
Emails emails | Yes | text |
Get Conversation
Get conversation by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Conversation Id conversation_id | Yes | text |
Tips
- Returns full thread + customer.
Get Customer
Get customer by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Customer Id customer_id | Yes | text |
List Conversations
List all conversations
No input parameters.
Tips
- Filter by status (active, pending, closed), mailbox, tag.
List Customers
List all customers
No input parameters.
List Mailboxes
List all mailboxes
No input parameters.
List Tags
List all tags
No input parameters.
Reply to Conversation
Reply to a conversation
| Parameter | Required | Type | Description |
|---|---|---|---|
Customer customer | Yes | text | |
Text text | Yes | text | |
Conversation Id conversation_id | Yes | text |
Tips
- Public reply to customer. Or note for internal.
Update Conversation
Update a conversation
| Parameter | Required | Type | Description |
|---|---|---|---|
Subject subject | Yes | text | |
Status status | Yes | text | |
Conversation Id conversation_id | Yes | text |
Update Conversation Tags
Update tags on a conversation
| Parameter | Required | Type | Description |
|---|---|---|---|
Tags tags | Yes | text | |
Conversation Id conversation_id | Yes | text |
FAQ
- vs Zendesk?
- Help Scout: email-first, friendly UX, SMB-focused. Zendesk: more advanced, ticketing-oriented, larger enterprises.