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.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Help ScoutNew conversation triggerStarts for each new conversation, with the customer's first message.
- 2Help ScoutSet conversation tagsAdds the tag the AI step chose.
If
triage.output.categoryis “bug”- 3ClickUpCreate taskCreates the bug task in the list named Bugs.
- 3
How it works
What happens on each run, in plain English.
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.
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