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Help Scout integration for AI agents

Manage Help Scout conversations, replies, notes, and customers

Help Scout is a Sim integration in the Support category. Sim is the AI workspace where teams build and deploy AI agents. Sim's Help Scout integration provides 37 tools and 13 triggers that AI agents can use inside Sim's visual workflow builder. Help Scout connects with one-click OAuth. Free to start at sim.ai.

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What Sim agents can do with Help Scout

Connect Help Scout to search and read conversations and their threads, open new conversations, reply to customers, add internal notes and customer messages, change status, assignee, inbox, subject, customer, tags, and custom fields, and snooze conversations. Manage customers and their properties, look up organizations and saved replies, list inboxes, folders, users, teams, tags, and workflows, and run manual workflows. Trigger workflows from Help Scout webhooks for conversation and customer events.

Category
Support
Authentication
OAuth
Tools
37
Triggers
13
Documentation
Help Scout docs

How to automate Help Scout with Sim

  1. Create a free account

    Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.

  2. Add a Help Scout block

    Open your workspace, drag a Help Scout block onto the workflow builder, and connect your account with one-click OAuth.

  3. Configure, connect, and run

    Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Help Scout automation is live.

Help Scout triggers

Add a Help Scout trigger to a Sim agent and it starts a run whenever one of these Help Scout events occurs.

Help Scout Conversation Created

Trigger workflow when a conversation is created in Help Scout

Help Scout Customer Replied

Trigger workflow when a customer replies to a Help Scout conversation

Help Scout Agent Replied

Trigger workflow when an agent replies to a Help Scout conversation (auto replies are not included)

Help Scout Note Created

Trigger workflow when a note is added to a Help Scout conversation

Help Scout Conversation Assigned

Trigger workflow when a Help Scout conversation is assigned

Help Scout Conversation Status Changed

Trigger workflow when the status of a Help Scout conversation changes

Help Scout Conversation Tags Updated

Trigger workflow when the tags on a Help Scout conversation change

Help Scout Conversation Moved

Trigger workflow when a Help Scout conversation is moved to another inbox

Help Scout Conversation Merged

Trigger workflow when Help Scout conversations are merged

Help Scout Conversation Deleted

Trigger workflow when a Help Scout conversation is deleted

Help Scout Customer Created

Trigger workflow when a customer is created in Help Scout (fires for every inbox)

Help Scout Customer Updated

Trigger workflow when a Help Scout customer is updated

Help Scout Webhook (All Events)

Trigger on every supported Help Scout conversation and customer event

Agent templates

Ready-to-use templates featuring Help Scout. Click any to build it instantly.

Help Scout tools

37 Help Scout tools available to Sim agents.

List Conversations

List and search Help Scout conversations by inbox, folder, status, tag, assignee, or search query. Returns 25 conversations per page.

Get Conversation

Get a Help Scout conversation by ID, optionally with its threads.

Create Conversation

Create a Help Scout conversation in an inbox with a first customer message, reply, or note. A new customer is created when the email is not already known.

Reply to Conversation

Send a reply to the customer on a Help Scout conversation, or save it as a draft.

Add Note

Add an internal note to a Help Scout conversation. Customers never see notes.

Add Customer Message

Add a message from the customer to an existing Help Scout conversation, for example one received on another channel. This reopens the conversation.

Update Conversation Status

Change the status of a Help Scout conversation to active, open, pending, closed, or spam.

Assign Conversation

Assign a Help Scout conversation to a user or team.

Unassign Conversation

Remove the assignee from a Help Scout conversation.

Update Conversation Subject

Change the subject of a Help Scout conversation.

Move Conversation

Move a Help Scout conversation to another inbox.

Set Conversation Tags

Replace the full tag list on a Help Scout conversation. Tags left out are removed, [] removes every tag, and unknown tags are created.

Update Custom Fields

Replace the custom field values on a Help Scout conversation. Fields left out are cleared, except Help Scout-managed fields such as Topic and Sentiment, which keep their value. Dropdowns take the option ID and dates use YYYY-MM-DD.

Snooze Conversation

Snooze a Help Scout conversation until a future time, optionally waking it when the customer replies. A new snooze replaces the previous one.

Unsnooze Conversation

End the snooze on a Help Scout conversation. It returns to its folder (Mine, Team, or Unassigned) and is reactivated if needed.

Change Conversation Customer

Change the primary customer of a Help Scout conversation.

Delete Conversation

Delete a Help Scout conversation.

List Threads

List the threads (customer messages, replies, notes, and activity) of a Help Scout conversation, newest first, including full chat threads.

List Customers

List and search Help Scout customers by inbox, name, modification date, or search query (for example by email). Returns 50 customers per page.

Get Customer

Get a Help Scout customer by ID, including emails, phones, websites, social profiles, and properties.

Create Customer

Create a Help Scout customer with a profile, email address, and phone number.

Update Customer

Update profile fields on a Help Scout customer and add an email address or phone number. Only the fields you provide are changed.

List Customer Properties

List the customer property definitions in Help Scout (slug, type, and dropdown options) used by Update Customer Properties.

Update Customer Properties

Set or remove customer property values (for example plan or MRR) on a Help Scout customer, keyed by property slug.

List Organizations

List Help Scout organizations (companies), 50 per page, most recently active first by default.

Get Organization

Get a Help Scout organization by ID, optionally with its customer and conversation counts and property values.

List Inboxes

List the Help Scout inboxes (mailboxes) the connected user can access.

List Folders

List the folders in a Help Scout inbox with their conversation counts.

List Custom Fields

List the custom fields defined for a Help Scout inbox, with their IDs, types, and dropdown options.

List Saved Replies

List the saved replies (canned responses) in a Help Scout inbox with a preview of each.

Get Saved Reply

Get the full text of a Help Scout saved reply for email and chat.

List Users

List Help Scout users, optionally filtered by exact email or by inbox.

Get Current User

Get the Help Scout user the connection acts as, and its company ID.

List Tags

List the tags used across all Help Scout inboxes, in alphabetical order.

List Teams

List the teams in the Help Scout account. Team IDs can be used to assign conversations.

List Workflows

List Help Scout workflows, optionally filtered by inbox or by type (manual or automatic).

Run Workflow

Run a manual Help Scout workflow on up to 50 conversations. The conversations must be in the same inbox as the workflow.

Frequently asked questions

Sim's Help Scout integration adds 37 tools and 13 triggers to the AI agents you build in Sim's visual workflow builder. Manage Help Scout conversations, replies, notes, and customers.

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