Help Scout and TidyCal Integration

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Automatically create Help Scout tickets from TidyCal bookings to track customer service requests. Latenode's visual editor simplifies building flexible workflows, and affordable pricing means scaling this automation won't break the bank.

Swap Apps

Help Scout

TidyCal

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Help Scout and TidyCal

Create a New Scenario to Connect Help Scout and TidyCal

In the workspace, click the β€œCreate 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 TidyCal will be your first step. To do this, click "Choose an app," find Help Scout or TidyCal, 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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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.

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Help Scout

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Connect Help Scout

Sign In
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Run node once

Add the TidyCal Node

Next, click the plus (+) icon on the Help Scout node, select TidyCal from the list of available apps, and choose the action you need from the list of nodes within TidyCal.

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Help Scout

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TidyCal

Authenticate TidyCal

Now, click the TidyCal node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your TidyCal settings. Authentication allows you to use TidyCal through Latenode.

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TidyCal

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Connect TidyCal

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Run node once

Configure the Help Scout and TidyCal Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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TidyCal

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TidyCal Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Help Scout and TidyCal 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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Save and Activate the Scenario

After configuring Help Scout, TidyCal, 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 β€œRun once” and triggering an event to check if the Help Scout and TidyCal integration works as expected. Depending on your setup, data should flow between Help Scout and TidyCal (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 TidyCal

Help Scout + TidyCal + Slack: When a new conversation is created in Help Scout, a booking invite is created in TidyCal, and a notification is sent to a Slack channel.

TidyCal + Help Scout + Google Sheets: When a new booking is created in TidyCal, the booking and customer details are logged in Google Sheets, and a new customer contact is created in Help Scout.

Help Scout and TidyCal 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.

About TidyCal

TidyCal in Latenode streamlines appointment scheduling. Automate follow-ups, CRM updates, or payment processing after each booking. Use Latenode to connect TidyCal to any app via API, transform booking data with JavaScript, and build custom workflows without code. No per-step cost, full control.

See how Latenode works

FAQ Help Scout and TidyCal

How can I connect my Help Scout account to TidyCal using Latenode?

To connect your Help Scout account to TidyCal 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 TidyCal accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate booking follow-ups based on Help Scout tickets?

Yes, you can! Latenode allows you to trigger follow-up actions in Help Scout based on TidyCal booking events, or vice versa, ensuring no customer interaction is missed, thanks to advanced no-code logic.

What types of tasks can I perform by integrating Help Scout with TidyCal?

Integrating Help Scout with TidyCal allows you to perform various tasks, including:

  • Create Help Scout tickets from new TidyCal bookings.
  • Update Help Scout tickets when TidyCal bookings are rescheduled.
  • Send confirmation messages via Help Scout for new TidyCal events.
  • Add Help Scout contacts when new TidyCal bookings occur.
  • Automatically close Help Scout tickets after successful meetings.

Can I use JavaScript to customize the Help Scout integration?

Yes! Latenode allows custom JavaScript code for advanced data transformation and logic, enhancing Help Scout beyond standard options.

Are there any limitations to the Help Scout and TidyCal integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Rate limits of Help Scout and TidyCal APIs apply.
  • Historical data migration requires a separate, custom workflow.

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