monday.com Silver Solution Partner Integrations

Connect Help Scout to monday.com

We build integrations that move work between Help Scout and monday.com: Help Scout events create or update items on your boards, and changes on a board run actions in Help Scout.

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Help Scout Customer Support Both ways monday.com Your boards

What Help Scout can start

Events in Help Scout that can create or update items on your boards.

Triggers: events in Help Scout that can start work in monday.com
Trigger
Conversation - assigned
Conversation - created
Conversation - deleted
Conversation - merged
Conversation - moved
Conversation - status
Conversation - tags
Conversation agent reply - created
Conversation customer reply - created
Conversation note - created
Customer - created
Rating - received

What monday.com can do in Help Scout

Actions a change on a board can run in Help Scout.

Actions: what monday.com can run in Help Scout, by resource
Action
Conversation
Create conversation
Delete conversation
Get conversation
Get many conversations
Customer
Create customer
Get customer
Get many customers
Customer: Properties
Update customer
Mailbox
Get mailbox
Get many mailboxes
Thread
Create thread
Get many threads

Recipes

When a conversation is created in Help Scout, create an item to track it in monday.com.
When an item is created in the Support board, start a conversation in Help Scout.
When a customer is created in Help Scout, add them as an item in your contacts board.

Keep Help Scout as it is. We connect it to monday.com.

We build the integration around what you already have. Help Scout keeps doing the job it does for you today, and monday.com gets the data it needs to plan and track the work around it.

Before we build, we agree which system owns each record. The integration then carries data between Help Scout and monday.com, so nobody copies it by hand.

Nothing your team relies on has to be replaced.

We highly recommend Worktables. They took the time to listen to all of our challenges and created an integrated system to manage all aspects of our operations.

Pedro S COO, Jessica Sweets

monday.com Silver Solution Partner

What stays the same

Help Scout stays as it is

The integration connects to Help Scout the way you use it today. It moves the data, and nothing you rely on has to change.

Each record lives once

We agree which system owns each record before we build, so there is one right copy, not two.

Data arrives on its own

When data needs to reach the other side, the integration carries it. No exports, no re-keying.

How we connect Help Scout to monday.com

Scope

We agree which system owns each record, which events should move it, and which board it lands on.
Build the workflow

We build the workflow that carries data between Help Scout and monday.com and logs every run.
Connect the board

We map each field to your columns, groups and statuses, and test on a copy of the board before it goes live.
Support

We watch it after launch, fix what breaks, and change it when your process changes.

Questions about connecting Help Scout

Do we have to replace anything?

No. Help Scout stays as it is, and so does monday.com. The integration carries data between them; it does not replace either one.

What if monday.com already offers an integration with Help Scout?

Then we start from what it covers. Where it does the job, we build on it; where your process needs more, we build around it.

Can we test it before it goes live?

Yes. We test on a copy of your board before the integration touches the live one.

Who looks after it once it is running?

We do. We watch it after launch, fix what breaks, and change it when your process changes. Every run is logged, so there is a record of what moved and when.

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