.svg){kind=icon}
How to connect Help Scout and Qwilr
Create a New Scenario to Connect Help Scout and Qwilr
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 Qwilr will be your first step. To do this, click "Choose an app," find Help Scout or Qwilr, 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 Qwilr Node
Next, click the plus (+) icon on the Help Scout node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
1
Help Scout
âš™
+
2
Qwilr
Authenticate Qwilr
Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.
Configure the Help Scout and Qwilr 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 Qwilr 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
âš™
6
AI Anthropic Claude 3
âš™
+
7
Qwilr
1
Trigger on Webhook
âš™
2
Help Scout
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Help Scout, Qwilr, 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 Qwilr integration works as expected. Depending on your setup, data should flow between Help Scout and Qwilr (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 Qwilr
Qwilr + Slack + Help Scout: When a proposal is accepted in Qwilr, a notification is sent to a Slack channel. The Help Scout customer record is then updated with this information.
Qwilr + Pipedrive + Help Scout: When a Qwilr proposal is accepted, a new deal is created in Pipedrive, and the customer's information in Help Scout is updated.
Help Scout and Qwilr 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 Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
Related categories
See how Latenode works
.svg)
.png)
FAQ Help Scout and Qwilr
How can I connect my Help Scout account to Qwilr using Latenode?
To connect your Help Scout account to Qwilr 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 Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send Qwilr proposals from new Help Scout tickets?
Yes, you can! Latenode allows you to automatically trigger Qwilr proposal creation when new Help Scout tickets are created, streamlining your sales process and ensuring quick responses.
What types of tasks can I perform by integrating Help Scout with Qwilr?
Integrating Help Scout with Qwilr allows you to perform various tasks, including:
- Create personalized Qwilr proposals from Help Scout ticket data.
- Update Help Scout tickets when a Qwilr proposal is accepted.
- Send automated follow-up emails based on Qwilr proposal status.
- Generate reports on proposal performance using data from both apps.
- Automatically close Help Scout tickets after a proposal is accepted.
Can I use JavaScript to transform data between Help Scout and Qwilr?
Yes! Latenode allows you to use JavaScript code blocks to transform data, ensuring seamless data transfer between Help Scout and Qwilr’s different data structures.
Are there any limitations to the Help Scout and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Rate limits of the Help Scout and Qwilr APIs may affect high-volume workflows.
- Custom fields in Help Scout and Qwilr might need manual mapping in Latenode.
