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How to connect Help Scout and Vapi
Create a New Scenario to Connect Help Scout and Vapi
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 Vapi will be your first step. To do this, click "Choose an app," find Help Scout or Vapi, 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 Vapi Node
Next, click the plus (+) icon on the Help Scout node, select Vapi from the list of available apps, and choose the action you need from the list of nodes within Vapi.
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Authenticate Vapi
Now, click the Vapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vapi settings. Authentication allows you to use Vapi through Latenode.
Configure the Help Scout and Vapi 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 Vapi 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, Vapi, 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 Vapi integration works as expected. Depending on your setup, data should flow between Help Scout and Vapi (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 Vapi
Vapi + Help Scout + Slack: When a Vapi call is completed and the content indicates customer frustration (determined outside of Latenode), a message summarizing the call is posted to a dedicated Slack channel.
Help Scout + Vapi + Google Sheets: When a Help Scout conversation is updated, indicating a ticket resolution, call details from Vapi (associated with the customer) are logged in a Google Sheet for reporting purposes.
Help Scout and Vapi 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 Vapi
Use Vapi in Latenode to validate and standardize address data. Ensure accurate deliveries and prevent errors by cleaning addresses directly within your workflows. Vapi integration inside Latenode makes data cleaning repeatable and scalable without extra coding. Automate address verification as part of lead gen, order processing, or CRM upkeep.
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See how Latenode works
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FAQ Help Scout and Vapi
How can I connect my Help Scout account to Vapi using Latenode?
To connect your Help Scout account to Vapi 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 Vapi accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically call new Help Scout customers?
Yes, you can! Latenode lets you trigger Vapi calls from new Help Scout customer profiles. This improves engagement and provides immediate, personalized support.
What types of tasks can I perform by integrating Help Scout with Vapi?
Integrating Help Scout with Vapi allows you to perform various tasks, including:
- Triggering outbound calls when new Help Scout tickets are created.
- Sending SMS updates to customers based on Help Scout ticket status changes.
- Automatically creating Help Scout customer profiles from Vapi call data.
- Logging Vapi call outcomes and notes directly into Help Scout tickets.
- Using AI to summarize call transcripts and update Help Scout notes.
How secure is my Help Scout data when using Latenode?
Latenode uses advanced encryption and security protocols to protect your Help Scout data, ensuring its confidentiality and integrity throughout the integration process.
Are there any limitations to the Help Scout and Vapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Vapi call flows might require JavaScript coding knowledge.
- The number of concurrent Vapi calls is limited by your Vapi subscription plan.
- Real-time call data synchronization delays can occur under heavy loads.
