Connect Help Scout with Hookshot™ and your stack

Help Scout provides customer support software with shared inbox, knowledge base, and customer management tools

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Tools and triggers

What Agents can do in Help Scout

Available tools and events after Help Scout is connected.

  • Create Chat Handle

    Tool to create a chat handle for a Help Scout customer. Use when you need to add a chat platform username (like Skype, AIM, Yahoo) to a customer's profile.

  • Create Chat Thread

    Tool to create a new chat thread on a Help Scout conversation. Use when adding a chat message to an existing conversation. Note: Conversations can have a maximum of 100 threads. Non-imported threads automatically…

  • Create Conversation

    Tool to create a new conversation in Help Scout. Use when creating email, phone, or chat conversations with customer threads.

  • Create Customer

    Tool to create a new customer in Help Scout with contact details and profile information. Use when you need to add a new customer with emails, phones, addresses, or other contact data.

  • Create Customer Address

    Tool to create an address for a Help Scout customer. Use when you need to add a physical address to a customer's profile.

  • Create Customer Email

    Tool to create an email for a customer in Help Scout. Use when you need to add a new email address to a customer's profile.

  • Create Customer Phone

    Tool to create a phone number for a Help Scout customer. Use when adding contact phone numbers to customer profiles.

  • Create Customer Property

    Tool to create a customer property definition in Help Scout. Use when you need to add custom fields to track additional customer information like subscription plan, tier level, or custom attributes. Maximum 50 customer…

  • Create Customer Thread

    Tool to create a new customer thread on a Help Scout conversation. Use when a customer needs to add a message to an existing conversation. The conversation will reopen unless imported mode is enabled. Conversations are…

  • Create Customer Website

    Tool to create a website entry for a customer in Help Scout. Use when adding a website URL to an existing customer profile.

  • Create Note on Conversation

    Tool to create a new note thread on a Help Scout conversation. Use when you need to add internal notes to conversations. Notes are visible only to team members, not customers. Maximum 100 threads per conversation.

  • Create Organization

    Tool to create a new organization in Help Scout. Use when you need to create a company profile with associated domains, contact information, and metadata.

  • Create Organization Property

    Tool to create a new custom property definition for organizations in Help Scout. Use when you need to add custom fields to track organization-specific data like industry, account tier, renewal dates, or other metadata…

  • Create Phone Thread

    Tool to create a new phone thread on a Help Scout conversation. Use when you need to log a phone call interaction with a customer on an existing conversation.

  • Create Reply Thread

    Tool to create a new reply thread on a Help Scout conversation. Use when sending a reply to a customer in an existing conversation. The reply can be published immediately or saved as a draft.

  • Create Saved Reply

    Tool to create a saved reply for a mailbox in Help Scout. Use when you need to create reusable message templates for email or chat responses.

  • Create Social Profile

    Tool to create a social profile for a customer in Help Scout. Use when you need to add social media profile information (LinkedIn, Twitter, Facebook, etc.) to a customer record.

  • Create Webhook

    Tool to create a new webhook subscription in Help Scout to receive real-time event notifications. Use when setting up webhook integrations to track conversations, customers, tags, or other events.

  • Delete Chat Handle

    Tool to delete a chat handle for a customer. Use when you need to remove a chat handle associated with a customer account.

  • Delete Conversation

    Tool to move a conversation to the deleted folder. Use when you need to delete a conversation. The conversation can only be restored by a Help Scout administrator.

  • Delete Customer

    Tool to permanently delete a customer by ID from Help Scout. This hard-deletes the customer including microsurvey responses and conversations (irreversible, GDPR compliant). Returns 403 if user lacks access to all…

  • Delete Customer Address

    Tool to delete a customer's address from Help Scout. Use when you need to remove address information associated with a specific customer account.

  • Delete Customer Email

    Tool to delete an email for a customer. Use when you need to remove a customer's email address from Help Scout.

  • Delete Customer Phone

    Tool to delete a customer's phone number from Help Scout. Use when you need to remove a phone number associated with a specific customer account.

Setup

Connect Help Scout in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.