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Create Help Scout conversations from new Jotform entries

Create Help Scout conversations from new Jotform entries

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Every time someone fills out your Jotform, Make will automatically create a new conversation in Help Scout. If the respondent's data does not exist yet in Help Scout, Make will also create a new customer. In order for this template to work, your Gognito Form should ask, among other things, for the respondent's email address, name and surname.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Jotform
Add Questions to Form

Adds questions to the specified form.

Action
Flow Control
Array aggregator

Aggregator
Help Scout
Create a Chat Handle

Creates a new chat handle for an existing customer.

Action
Help Scout
Create a Conversation

Creates a conversation in a mailbox with at least one thread.

Action
Help Scout
Create a Customer

Creates a new customer.

Action
Jotform
Create a New Form

Add new forms with questions, properties and email settings.

Action
Help Scout
Create a Phone

Creates a new phone number for an existing customer.

Action
Help Scout
Create a Social Profile

Creates a new social profile for an existing customer.

Action
Help Scout
Create a Thread

Creates a new thread of chat, customer, note, phone, and reply.

Action

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