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Triggers and actions

Choose any combination of triggers to initiate any combination of actions. Combine triggers an actions from any supported integrations to create powerful recipes!

Triggers

A user submits a form

A form is submitted

A conversation receives a reply from a customer

A conversation's tags are updated

A note is added to a conversation

A satisfaction rating is received

A user submits a form with a specific value in a specific field Pro

A form is submitted with a specific value in a specific field Pro

Actions

Add a tag to a conversation

Create a conversation in a mailbox

Update the properties of a customer

Register a new user Pro

Register new users in any recipe with Automator Pro

Create tasty recipes!

Create a workflow automation that runs a HappyForms action when a Help Scout trigger is completed (and vice versa). Add triggers and actions from other plugins to add even more automation. The only limit is your imagination.

What do I need?

Get started in 4 easy steps.

1

HappyForms

Set up and connect HappyForms.
2

Help Scout

Set up and connect Help Scout.
3

Get Uncanny Automator

Get Uncanny Automator and install it.
4

Create your recipe

Create a recipe to connect HappyForms to Help Scout using a simple but powerful interface. Turn your recipe on and watch the magic happen!

Popular HappyForms and Help Scout integrations

Why stop there? Connect HappyForms and Help Scout to many other plugins and services to create streamlined workflows for your entire site.

Connect HappyForms to Help Scout

Don't work on your site—make your site work for you. Build your first workflow between HappyForms and Help Scout in 10 minutes or less. Start saving time and money today.

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