Create Task with Streak API on New Conversation Assigned (Instant) from Help Scout API

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Trigger workflow on

New Conversation Assigned (Instant) from the Help Scout API

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Create Task with the Streak API

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Getting Started#

This integration creates a workflow with a Help Scout trigger and Streak action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Conversation Assigned (Instant) trigger
1. Connect your Help Scout account
2. Optional- Configure Label
Configure the Create Task action
1. Connect your Streak account
2. Select a Pipeline
3. Select a Box
4. Configure Text
5. Optional- Configure Due Date
6. Optional- Select one or more Team Members
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Conversation Assigned (Instant) on Help Scout

Description:Emit new event when a conversation is assigned to an agent. [See the documentation](https://developer.helpscout.com/)

Version:0.0.2

Key:help_scout-new-conversation-assigned-instant

View on GitHub

Help Scout Overview#

The Help Scout API provides programmatic access to customer support functionalities, allowing the automation of ticketing, customer communication, and reporting tasks. With this API, you can read and send messages, manage conversations, work with mailboxes, create and update customers’ information, and generate reports. Utilizing the API on Pipedream, you can automate workflows that respond to events in Help Scout in real-time, integrate customer support data with other business tools, and streamline support operations.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "help_scout-new-conversation-assigned-instant",
  name: "New Conversation Assigned (Instant)",
  description: "Emit new event when a conversation is assigned to an agent. [See the documentation](https://developer.helpscout.com/)",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEventType() {
      return [
        "convo.assigned",
      ];
    },
    getSummary(body) {
      return `New conversation assigned to ${body.assignee.email}`;
    },
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Help Scout	`helpScout`	`app`	This component uses the Help Scout app.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Label	`label`	`string`	Label associated with this WebHook for better clarity.

Trigger Authentication#

Help Scout uses OAuth authentication. When you connect your Help Scout account, Pipedream will open a popup window where you can sign into Help Scout and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Help Scout API.

Pipedream requests the following authorization scopes when you connect your account:

About Help Scout#

Simple Customer Service Software and Education

Action#

Create Task on Streak

Description:Create a new task in a box. [See the docs](https://streak.readme.io/reference/create-a-task)

Version:0.0.1

Key:streak-create-task

View on GitHub

Streak Overview#

The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.

Action Code#

import streak from "../../streak.app.mjs";

const docLink = "https://streak.readme.io/reference/create-a-task";

export default {
  key: "streak-create-task",
  name: "Create Task",
  description: `Create a new task in a box. [See the docs](${docLink})`,
  version: "0.0.1",
  type: "action",
  props: {
    streak,
    pipelineId: {
      propDefinition: [
        streak,
        "pipelineId",
      ],
    },
    boxId: {
      propDefinition: [
        streak,
        "boxId",
        (c) => ({
          pipelineId: c.pipelineId,
        }),
      ],
    },
    text: {
      type: "string",
      label: "Text",
      description: "Task description",
    },
    dueDate: {
      type: "integer",
      label: "Due Date",
      description: "Due date in Unix milliseconds timestamp",
      optional: true,
    },
    assignees: {
      propDefinition: [
        streak,
        "teamMembers",
        (c) => ({
          teamId: c.teamId,
        }),
      ],
      description: "The member(s) of your team this box will be assigned to",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.streak.createTask({
      $,
      boxId: this.boxId,
      data: {
        text: this.text,
        dueDate: this.dueDate,
        assignedToSharingEntries: this.assignees?.map((assignee) => ({
          email: assignee,
        })),
      },
    });
    $.export("$summary", "Successfully created task");
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Streak	`streak`	`app`	This component uses the Streak app.
Pipeline	`pipelineId`	`string`	Select a value from the drop down menu.
Box	`boxId`	`string`	Select a value from the drop down menu.
Text	`text`	`string`	Task description
Due Date	`dueDate`	`integer`	Due date in Unix milliseconds timestamp
Team Members	`assignees`	`string[]`	Select a value from the drop down menu.

Create Task with Streak API on New Conversation Assigned (Instant) from Help Scout API

Pipedream makes it easy to connect APIs for Streak, Help Scout and 2,700+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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