What do you want to automate
with Vtiger CRM and Help Scout?
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Popular Ways to Connect Vtiger CRM with Help Scout#
Popular Vtiger CRM and Help Scout Triggers#
Emit new event when an agent replies to a conversation.
Emit new event when a conversation is assigned to an agent. See the documentation
Emit new event when a new conversation is created.
Popular Vtiger CRM and Help Scout Actions#
Adds a note to an existing conversation in Help Scout. See the documentation
Creates a new customer record in Help Scout. See the documentation
Sends a reply to a conversation. Be careful as this sends an actual email to the customer. See the documentation
Overview of Vtiger CRM#
The Vtiger CRM API lets you tap into your customer relationship data to create, read, update, and delete records across various entities such as contacts, leads, and opportunities. In Pipedream, you can leverage this API to automate workflows, sync data across platforms, and react to events in real-time, all without the need for dedicated backend code. You can create dynamic workflows that respond to webhooks, schedule tasks, and integrate with 1000+ apps readily available on Pipedream.
Connect Vtiger CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
vtiger_crm: {
type: "app",
app: "vtiger_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.vtiger_crm.$auth.instance}.vtiger.com/restapi/v1/vtiger/default/me`,
auth: {
username: `${this.vtiger_crm.$auth.username}`,
password: `${this.vtiger_crm.$auth.access_key}`,
},
})
},
})
Overview of Help Scout#
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.
Connect Help Scout#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
help_scout: {
type: "app",
app: "help_scout",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.helpscout.net/v2/users/me`,
headers: {
Authorization: `Bearer ${this.help_scout.$auth.oauth_access_token}`,
},
})
},
})
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