ClickUp and Help Scout

ClickUp

Triggers

• New taskRuns when a new task is created in a ClickUp list
• Task changedRuns when a task in a ClickUp list is changed, such as its status, assignee, due date or name, with the task as it is now. Changes made before the workflow is turned on don't start it.

Actions

• List workspacesRetrieve all ClickUp workspaces the connected account can access.
• List spacesRetrieve all spaces within a ClickUp workspace.
• List foldersRetrieve all folders within a ClickUp space.
• List listsRetrieve all lists within a ClickUp folder.
• Find tasksList the tasks in a ClickUp list that are still open, each with its first assignee's name and email, its due date and a link. Turn on Only overdue to get just the ones past their due date.
• Create taskCreate a new task in a ClickUp list.

Help Scout

Triggers

• New conversationRuns for each new Help Scout conversation, with its subject, the start of what the customer wrote and who they are. Conversations already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.

Actions

• List conversationsFind conversations in an inbox by folder, status, tags, assignee, number or last-modified date, or with Help Scout's search syntax.
• Get conversationRead one conversation: subject, status, inbox, customer, assignee, tags, custom fields and a link to open it in Help Scout - optionally with every message and note in it.
• Create conversationStart a new conversation in an inbox, as a customer email, a reply, or an internal note.
• Update conversationMove a conversation to another inbox, change its subject, status, primary customer or assignee.
• Tag conversationAdd, remove, replace or clear a conversation's tags.
• Delete conversationPermanently delete a conversation.