Automate Help Scout
Know what is happening in your Help Scout mailboxes without keeping a tab open. Get a heads-up when a conversation lands or a new customer appears, spot customers who have been waiting too long, and get a short morning count of what came in and what got closed. Describe what you want to your AI assistant, check what it will do, and it keeps running with your laptop closed.
Try asking
Create a ClickRuntime automation: when a new Help Scout conversation arrives in our Support mailbox, post the subject, the customer's name and a link to #inbox in Slack.
Paste it into your assistant. It tells you what it will send or change before it runs live.
Ideas
What you can automate in Help Scout
Get a Slack ping for new Help Scout conversations
The moment a conversation arrives in your chosen mailbox, its subject and customer show up in Slack.
See how it worksGet an email for each new Help Scout customer
You learn the name, email and company of every customer added to Help Scout.
See how it worksGet a morning mailbox count
Each weekday you see yesterday's new and closed conversations and how many are still active.
See how it worksFlag customers waiting more than 4 hours
Active conversations where the customer has waited over 4 hours are posted once, before they chase you.
See how it works Your own logicAny other automation you can describe in words
Your own rules, schedule and AI steps with Help Scout, plus any other app. Describe it and your assistant builds it.
See how to build your ownBuild your own
Build any Help Scout automation you can describe
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
For example, ask your assistant
Every hour, read new Help Scout conversations, use AI to tag each by topic and draft a reply note for ones about refunds.
When a Help Scout conversation has waited more than 4 hours for a reply, post the subject and link in #support on Slack.
Every Friday, log this week's Help Scout conversations by tag in my Support sheet in Google Sheets and email the top 3 issues to the product team through Gmail.
Beyond chat
Have Help Scout work when you're not in the chat
Instant
Get a Slack ping for new Help Scout conversationsThe moment it happens
On a schedule
Get a morning mailbox countOn a schedule
Watches for changes
Flag customers waiting more than 4 hoursOn a schedule
Setup
Connect Help Scout
Help Scout connects through an OAuth app you create under your own profile. ClickRuntime uses its App ID and App Secret to get a token, so nobody has to click through a consent screen.
Help Scout
Help desk
- In Help Scout, open Your Profile, then My Apps, and choose Create My App.
- Give it a name and set the redirect URL to
https://clickruntime.com/oauth/callback. - Copy the App ID and App Secret.
- In the ClickRuntime dashboard, open Connections, choose Help Scout and enter the App ID as the client ID and the App Secret as the client secret.
Good to know
Help Scout limits that affect automations
- Access tokens last 48 hours. ClickRuntime requests a fresh one when it expires, so you don't need to reconnect.
- The app acts as the user who created it, and that user must stay active in the account. If they are removed, the connection stops working.
- Reports cover the mailboxes that user can see.
- New-customer events can't be limited to one mailbox, so you hear about customers created anywhere in the account.
FAQ
Questions about automating Help Scout
What can ClickRuntime see in Help Scout?
Are new conversation alerts instant?
Can I watch just one mailbox?
What happens if the person who made the app leaves?
Do these Help Scout automations use AI?
Is this a Help Scout connector for ChatGPT or Claude?
Related pages
Keep exploring