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How to connect Help Scout and Simplesat
Create a New Scenario to Connect Help Scout and Simplesat
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 Simplesat will be your first step. To do this, click "Choose an app," find Help Scout or Simplesat, 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.
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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 Simplesat Node
Next, click the plus (+) icon on the Help Scout node, select Simplesat from the list of available apps, and choose the action you need from the list of nodes within Simplesat.
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Authenticate Simplesat
Now, click the Simplesat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplesat settings. Authentication allows you to use Simplesat through Latenode.
Configure the Help Scout and Simplesat 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 Simplesat 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.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Help Scout, Simplesat, 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 Simplesat integration works as expected. Depending on your setup, data should flow between Help Scout and Simplesat (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 Simplesat
Simplesat + Help Scout + Slack: When a new answer is submitted in Simplesat, retrieve the response details and post them to a dedicated Slack channel, along with relevant information from the Help Scout ticket.
Simplesat + Help Scout + Google Sheets: Track customer satisfaction scores from Simplesat in a Google Sheet alongside relevant Help Scout ticket data for reporting purposes.
Help Scout and Simplesat 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.
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About Simplesat
Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.
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See how Latenode works
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FAQ Help Scout and Simplesat
How can I connect my Help Scout account to Simplesat using Latenode?
To connect your Help Scout account to Simplesat 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 Simplesat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically trigger surveys after Help Scout ticket resolution?
Yes, using Latenode! Automatically trigger Simplesat surveys when a Help Scout ticket is resolved. This ensures timely feedback collection, improving customer satisfaction insights.
What types of tasks can I perform by integrating Help Scout with Simplesat?
Integrating Help Scout with Simplesat allows you to perform various tasks, including:
- Creating Simplesat surveys based on specific Help Scout ticket properties.
- Updating Help Scout tickets with customer satisfaction scores from Simplesat.
- Sending internal notifications for low Simplesat satisfaction scores.
- Segmenting customers in Help Scout based on their Simplesat feedback.
- Analyzing survey responses to identify trends via Latenode's AI blocks.
Can I use JavaScript to transform Help Scout data on Latenode?
Yes! Latenode allows you to use JavaScript to customize and transform Help Scout data, providing unparalleled flexibility in your workflows.
Are there any limitations to the Help Scout and Simplesat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows with high API call volumes may require optimization.
- Historical data migration between Help Scout and Simplesat may require custom scripting.
- Real-time data synchronization depends on the API rate limits of both services.
