Sales & Customer Support
Connect Help Scout to Sortment
Connect Help Scout to Sortment so its AI agents can use tickets and conversations to trigger, personalize or pause lifecycle messages. You approve every change.
- Actions
- 129
- Triggers
- —
- Authentication
- OAuth2
- Category
- Sales & Customer Support
What Sortment's agents can do in Help Scout
129 actions. The ones lifecycle programs use most are shown first.
- Create Conversation
- Create Customer
- Create Customer Address
- Create customer email
- Create Customer Phone
- Create Customer Property
- Create Customer Thread
- Create Customer Website
- Create Note on Conversation
- Create Social Profile
- Update Conversation
- Update Conversation Tags
- Update Conversation Thread Schedule
- Update Customer
- Update Customer Address
- Update customer email
- Update Customer Phone
- Update Customer Properties
- Update Customer Social Profile
- Update Customer Website
- Update Conversation Snooze
- Create Chat Handle
- Create Chat Thread
- Create Organization
- Create Organization Property
- Create Phone Thread
- Create Reply Thread
- Create saved reply
- Create Webhook
- Publish Thread Schedule
- Run Manual Workflow
- Update Chat Handle
- Update Custom Fields
- Update Mailbox Routing Configuration
- Update Organization
- Update Organization Property
Show all 129 actionsShow fewer actions
- Update Organization Property Industry
- Update saved reply
- Update Thread
- Update Webhook
- Update Workflow Status
- Get Busy Times Report
- Get Chat Report
- Get Company Customers Helped Report
- Get Company Drilldown Report
- Get Company Report
- Get Conversation
- Get Conversations Drilldown Report
- Get Conversations Field Drilldown Report
- Get Conversations Report
- Get Customer
- Get Customer Address
- Get Docs Report
- Get Email Report
- Get First Response Time Report
- Get Happiness Ratings Report
- Get Happiness Report
- Get New Conversations Drilldown Report
- Get New Conversations Report
- Get Organization Conversations
- Get Organization Customers
- Get Phone Report
- Get Productivity Report
- Get Received Messages Report
- Get Replies Sent Report
- Get Resolution Time Report
- Get Resolved Report
- Get Tag
- Get User
- Get User Chat Report
- Get User Conversation History
- Get User Customers Helped Report
- Get User Drilldown Report
- Get User Happiness Report
- Get User Ratings Report
- Get User Replies Report
- Get User Report
- Get User Resolutions Report
- Get User Status
- Get Volume by Channel Report
- List Chat Handles
- List Conversations
- List Customer Emails
- List Customer Phones
- List Customer Properties
- List Customers
- List Customer Websites
- List Inbox Custom Fields
- List Inboxes
- List Inbox Folders
- List Organizations
- List Organizations Properties
- List Saved Replies
- List Social Profiles
- List Tags
- List Teams
- List Threads
- List Users
- List Users Status
- List Webhooks
- List Workflows
- Set User Status
- Download Attachment
- Get Attachment Data
- Get Inbox
- Get Organization
- Get Organization Property
- Get Resource Owner
- Get Routing Configuration
- Get Saved Reply
- Get Webhook
- Set Organization Property Value
- Overwrite Customer
- Delete Conversation
- Delete customer
- Delete Customer Address
- Delete Customer Email
- Delete Customer Phone
- Delete Customer Property
- Delete Customer Website
- Delete Organization Property Customer Tier
- Delete Social Profile
- Delete Chat Handle
- Delete Organization
- Delete Saved Reply
- Delete Snooze
- Delete Thread Schedule
- Delete Webhook
- Remove Organization Property Value
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
See Sortment work with Help Scout.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack