Integrate Docupilot with Help Scout
Send information between Docupilot and Help Scout automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Docupilot and Help Scout using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Mailbox added
Triggers when a new mailbox is added
User created
Triggers when a new user is created
Conversation created
Triggers when a new conversation is created
Customer added
Triggers when a new customer is added
Conversation assigned
Triggers when a conversation is assigned to a specified user
All Actions - Actions are the automated tasks
Create folder
Creates a new folder
Create document
Creates a new document from a specified template
Create conversation from customer
Creates a new conversation from a customer
Create conversation to customer.
Creates a new conversation to a customer from a user
Create customer
Creates a customer if it does not already exist
Find user
Finds user by email address
Find customer
Finds customer by email address
What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
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