Integrate Float with Help Scout
Send information between Float and Help Scout automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Float and Help Scout using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Time off created
Triggers when a new time off is created
Client created
Triggers when a new client is created
Task created
Triggers when a new task is created
Department created
Triggers when a new department is created
Person created
Triggers when a new person is added
Milestone created
Triggers when a new milestone is created
Project created
Triggers when a new project is created
Conversation created
Triggers when a new conversation is created
Conversation assigned
Triggers when a conversation is assigned to a specified user
User created
Triggers when a new user is created
Mailbox added
Triggers when a new mailbox is added
Customer added
Triggers when a new customer is added
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create milestone
Creates a new milestone
Create time off
Creates a new time off
Create task
Creates a new task
Create department
Creates a new department
Create client
Creates a new client
Add person
Adds a new person
Fetch client
Fetches the details of an existing client by name
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
Create conversation from customer
Creates a new conversation from a customer
Find customer
Finds customer by email address
Find user
Finds user by email address
What is Float?
Float is resource scheduling software for teams. You can view updates in real time, create recurring schedules, and find data with custom search.
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What is Help Scout?
Help Scout is a help desk software application which provides an email-based customer support platform, knowledge base tool, and search tools for customer service professionals.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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