Helpy Pro and Salesflare
How to connect Helpy Pro
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When new Ticket Created in Helpy Pro, create task in Salesflare.
- When new Task in Salesflare, create Ticket in Helpy Pro.
About Helpy Pro
Helpy Pro is the customer support platform engineered for companies that are serious about customer data security and control.
Helpy Pro operations on Zapier
Triggers (6)
Start a workflow when this happens
- Agent Replies to Ticket — Triggers when an agent replies to a ticket.
- Customer Replies to a Ticket — Triggers when a customer replies to a ticket.
- New Ticket Created — Triggers when a new ticket is created.
- New User Created — Triggers when a new user is created.
- Ticket Assigned to an Agent — Triggers when a ticket has been assigned to any agent.
Show 1 more triggers
- Ticket Tagged With — Triggers when a ticket is given a specific tag.
Actions (6)
Things Salesflare can make it do
- Create Reply to Ticket — Reply to a given ticket. Can be used to create a reply or note, written by either the customer or an agent.
- Create Ticket — Creates a New Ticket.
- Create User — Create a user in Helpy.
- Find or Create User — Find a user in Helpy by email address, ID, or full name
- Tag Ticket — Tag a ticket with a provided tag.
Show 1 more actions
- Update User — Update a customer or agent user in Helpy
Searches (2)
Look up existing records
- Find Ticket — Find a ticket using either the ticket number, the subject, or the email address of the user who opened the ticket. If the user has multiple tickets in the system, the most recent will be used.
- Find User — Find a user in Helpy by email address, ID, or full name.
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