.svg){kind=icon}
How to connect Help Scout and Fillout
Create a New Scenario to Connect Help Scout and Fillout
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Help Scout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Help Scout or Fillout will be your first step. To do this, click "Choose an app," find Help Scout or Fillout, and select the appropriate trigger to start the scenario.
Add the Help Scout Node
Select the Help Scout node from the app selection panel on the right.
+
1
Help Scout
Configure the Help Scout
Click on the Help Scout node to configure it. You can modify the Help Scout URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Fillout Node
Next, click the plus (+) icon on the Help Scout node, select Fillout from the list of available apps, and choose the action you need from the list of nodes within Fillout.
1
Help Scout
⚙
+
2
Fillout
Authenticate Fillout
Now, click the Fillout node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fillout settings. Authentication allows you to use Fillout through Latenode.
Configure the Help Scout and Fillout Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Help Scout and Fillout Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Fillout
1
Trigger on Webhook
⚙
2
Help Scout
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Help Scout, Fillout, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Help Scout and Fillout integration works as expected. Depending on your setup, data should flow between Help Scout and Fillout (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Help Scout and Fillout
Fillout + Help Scout + Slack: When a new submission is received in Fillout, a support ticket is created in Help Scout, and a notification is sent to a dedicated Slack channel to alert the support team.
Fillout + Help Scout + Google Sheets: When a new survey response is captured in Fillout, a support ticket is created in Help Scout. Subsequently, the response data is logged into a designated Google Sheet for analysis and record-keeping.
Help Scout and Fillout integration alternatives
About Help Scout
Automate Help Scout within Latenode to streamline support workflows. Automatically escalate urgent tickets, update customer profiles, and trigger proactive outreach based on support interactions. Centralize Help Scout data with other systems in visual workflows. Use AI and scripting for advanced routing or analysis.
Related categories
About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Help Scout and Fillout
How can I connect my Help Scout account to Fillout using Latenode?
To connect your Help Scout account to Fillout on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Help Scout and click on "Connect".
- Authenticate your Help Scout and Fillout accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Help Scout tickets from new Fillout submissions?
Yes, you can! With Latenode, instantly create Help Scout tickets from new Fillout entries. Capture user feedback and issues directly, ensuring prompt support and improved customer satisfaction.
What types of tasks can I perform by integrating Help Scout with Fillout?
Integrating Help Scout with Fillout allows you to perform various tasks, including:
- Creating Help Scout tickets from new Fillout form submissions.
- Updating Fillout entries when a Help Scout ticket is resolved.
- Sending automated thank-you notes via Fillout after ticket closure.
- Tracking customer satisfaction scores from Fillout in Help Scout.
- Generating reports combining data from Help Scout and Fillout.
How can I automate tagging Help Scout tickets based on Fillout responses?
Use Latenode's visual editor and JavaScript blocks to parse Fillout data and automatically tag Help Scout tickets, saving time and improving organization.
Are there any limitations to the Help Scout and Fillout integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require custom JavaScript code.
- Large data volumes may impact workflow execution time.
- Rate limits of Help Scout and Fillout APIs apply.
