Asana + Help Scout
Create tasks in Asana when new conversations are assigned in Help Scout
Simplify your support ticket follow-up process with this efficient workflow. Once a conversation is assigned inside of Help Scout, a task is instantly created in Asana, streamlining the transition from customer support to task delegation. This setup conveniently reduces the chance of missing out on a client issue, ensuring every assignment gets properly logged and addressed.
Simplify your support ticket follow-up process with this efficient workflow. Once a conversation is assigned inside of Help Scout, a task is instantly created in Asana, streamlining the transition from customer support to task delegation. This setup conveniently reduces the chance of missing out on a client issue, ensuring every assignment gets properly logged and addressed.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Create Task
Creates a new task in Asana with specified details.
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MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
First NameRequired
Last NameRequired
Email
Phone
Chat Handle
Social Profile
Website
Background
Organization
Location
Job Title
Address
Address
City
State / Province
Postal Code / ZIP Code
Country
MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItSubjectRequired
MailboxRequired
Customer Label
Customer ID
Customer's Email
From User
Thread TypeRequired
TextRequired
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
Trigger Auto Reply
ConversationRequired
CustomerRequired
TextRequired
User
Create as DraftRequired
