Help Scout
Business appsOAuth 2.0Connection test available
Help Scout conversations, threads, customers and inboxes over the Mailbox (Inbox) API 2.0 (OAuth2).
OCNORA ships 23 typed Help Scout operations and 1 trigger. Each node has a schema-driven form, input and output tables beside its settings, and is pre-flighted by Workflow Health before your first real run. Endpoints not covered by a typed node are called at https://api.helpscout.net/v2 through the HTTP node with the same credential.
Before you connect Help Scout
- Authentication
- OAuth 2.0
- Credential
- {"client_id", "client_secret", "refresh_token"}{"client_id": "…", "client_secret": "…", "refresh_token": "…"}
- Connection test
- Available: the stored credential can be checked against the provider when you add it. This is not a record that a test was run or passed.
- Prerequisites
- The app needs permission to manage webhooks; a credential that can read conversations can still fail to publish. Publishing also needs MANTLE_APP_PUBLIC_BASE_URL set to an https URL Help Scout can reach.
Prerequisites are taken from the connection notes in this provider’s node contracts; each node’s reference page says which apply to it.
What you can do with Help Scout
Operations, grouped by what they do to your data, plus 1 trigger that start a run.
Create and send 6
Read and search 9
Update 5
Delete and cancel 2
Other operations 1
A sample Help Scout workflow
- 1Eventtrigger.helpscout_eventStart a run when Help Scout raises an event (conversation created, reply added, customer updated…).
- 2Get Conversationhelpscout.get_conversationFetch one conversation by id, optionally with its threads embedded.
- 3Create Conversationhelpscout.create_conversationCreate a conversation in an inbox with its first thread, for a customer named by id or by email address.
An outline built from this provider’s node contracts, not a recorded run. Each step’s output fields are available to the next in the field picker.
Every node below has a reference page: what it does, the connection it needs, its config fields with types, constraints and examples, and the shapes it emits.
Operations 23
- Create ConversationCreate a conversation in an inbox with its first thread, for a customer named by id or by email address.helpscout.create_conversation
- Create CustomerCreate a customer record, with any email addresses and phones it has.helpscout.create_customer
- Add Customer EmailAdd an email address to an existing customer.helpscout.create_customer_email
- Add Customer MessageAdd a message from the customer to a conversation, as though they had written in; the conversation reopens unless the thread is imported.helpscout.create_customer_thread
- Add NoteAdd an internal note to a conversation; the customer never sees it and no email is sent.helpscout.create_note
- Reply To ConversationSend a reply to the customer on a conversation, or save it as a draft; a closed conversation is reopened unless the thread is imported.helpscout.create_reply
- Delete ConversationDelete a conversation from Help Scout; this cannot be undone.helpscout.delete_conversation
- Delete CustomerHard-delete a customer together with their conversations and survey responses; there is no undo.helpscout.delete_customer
- Get ConversationFetch one conversation by id, optionally with its threads embedded.helpscout.get_conversation
- Get CustomerFetch one customer by id, with their emails and phones embedded.helpscout.get_customer
- Get InboxFetch one inbox by id, defaulting to the connection's inbox.helpscout.get_mailbox
- List ConversationsSearch and list conversations, filtered by inbox, status, tag, assignee, folder or a Help Scout advanced-search query.helpscout.list_conversations
- List CustomersSearch and list customers by name, inbox, modification date or a Help Scout advanced-search query.helpscout.list_customers
- List Inbox Custom FieldsList an inbox's custom fields, with the dropdown options and ids a conversation update needs.helpscout.list_mailbox_fields
- List Inbox FoldersList an inbox's folders with the conversation counts Help Scout keeps on each one.helpscout.list_mailbox_folders
- List InboxesList every inbox the connection's credential can see.helpscout.list_mailboxes
- List ThreadsList a conversation's threads, newest first.helpscout.list_threads
- Overwrite CustomerReplace a customer's scalar fields wholesale; every field left blank here is cleared on the customer.helpscout.overwrite_customer
- Update ConversationApply one JSON-Patch operation to a conversation to change its subject, status, inbox, assignee or primary customer.helpscout.update_conversation
- Set Conversation Custom FieldsReplace a conversation's custom-field values with exactly the list given; any user-created field left out is cleared.helpscout.update_conversation_custom_fields
- Set Conversation TagsReplace a conversation's tags with exactly the list given; any tag left out is removed and any tag that does not exist yet is created.helpscout.update_conversation_tags
- Update CustomerChange parts of a customer with a JSON-Patch array, leaving every field the patch does not mention alone.helpscout.update_customer
- Update ThreadRewrite a thread's text or hide it; Help Scout keeps the original text visible in its own interface.helpscout.update_thread
Help Scout questions
- How does OCNORA authenticate with Help Scout?
- With a stored OAuth 2.0 credential, shaped {"client_id", "client_secret", "refresh_token"} or {"client_id": "…", "client_secret": "…", "refresh_token": "…"}. A connection test can check it when you add it.
- What can I automate with Help Scout?
- 23 typed operations and 1 trigger, each with a reference page listing its config fields and the shapes it emits.
- What if the Help Scout operation I need is not listed?
- Call https://api.helpscout.net/v2 from the HTTP node with the same credential, or describe the step to the AI builder, which asks our team for a typed node when one is missing.
- Are there templates that use Help Scout?
- Not yet. Start from a blank workflow, or describe the workflow to Build with AI.
- How are Help Scout calls controlled?
- Every call and every run step is audited, runs count against the execution budget, and Workflow Health pre-flights the workflow when you save it.
More in Business apps
See your first Help Scout workflow run.
Book a technical demo. We add the connection, pick a template or describe the workflow to Build with AI, and Workflow Health checks it before it runs.