Which apps do I need to run "Sort new Help Scout conversations and log bugs in ClickUp"?

It uses Claude, ClickUp and Help Scout. Connect each one once from your workspace and it is ready to run.

Can I change "Sort new Help Scout conversations and log bugs in ClickUp"?

Yes. Copy it to your workspace and it is yours: open any workflow in the editor and change a step, schedule or condition, or add steps of your own.

Sort new Help Scout conversations and log bugs in ClickUp

Tags each new Help Scout conversation as billing, bug or other with AI, and creates a ClickUp task for every bug report.

RGRicky Grannis-Vu · 1 workflow · Updated Nov 13, 2026

UsesClaudeClickUpHelp Scout

Sort new Help Scout conversations and log bugs in ClickUp

Sorting the support inbox by hand takes time nobody has. This reads each new Help Scout conversation as it arrives and tags it billing, bug or other, so the right person can pick it up from a saved view.

Bug reports also become a task in your ClickUp Bugs list, with a one-line summary, who reported it and a link back to the conversation.

Help ScoutWhen a conversation starts. Save it as conversation.When a conversation starts. Save it as conversation.

Decide what kind of conversation this isRun an AI agent: Sort this new customer support conversation. Subject: conversation.subject Customer's me… and save it as triage.

Help ScoutTag conversation conversation. Save it as tagged.Tag conversation conversation. Save it as tagged.

Is it a bug report?If triage.output.category is bug

Yes

ClickUpCreate task 'Bugs' in list. Save it as bug_task.Create task 'Bugs' in list. Save it as bug_task. Name: triage.output.summarytriage.output.summary Reported by conversation.customer_name in Help Scout. Conversation: conversation.url

No steps