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Help Scout - Create PDF, Word, Excel Documents
Help Scout can be connected with Documentero to turn customer conversations into ready-to-use documents. Whenever a new conversation, note, or satisfaction rating is logged in Help Scout, Documentero can generate reports, summaries, or feedback records in PDF, DOCX, or XLSX formats. This integration helps teams keep a structured record of customer interactions and easily share them with colleagues or clients.
Help Scout
Documentero
Triggers
Watch Conversations — Triggers when one or more of the following events occur (Conversation Agent Reply Created, Conversation Assigned, Conversation Created, Conversation Customer Reply Created, Conversation Deleted, Conversation Merged, Conversation Moved, Conversation Note Created, Status Changed in Conversation, Tags Created, Edited, Removed, or Merged in Conversation).
Watch Customers — Triggers when a customer is created.
Watch Satisfaction Rating — Triggers when a satisfaction rating is received.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Help Scout using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Help Scout using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Help Scout conversations
Create DOCX customer profile documents when new customers are added in Help Scout
Export Help Scout satisfaction ratings into an XLSX file
Generate conversation history documents when Help Scout tickets are merged
Build formatted support summaries from Help Scout notes
Create agent performance records from Help Scout conversation assignments
Generate weekly Help Scout activity logs in PDF format
Export Help Scout customer replies into structured DOCX files
Create Help Scout tag-based reports in XLSX format
Automatically generate Help Scout conversation deletion audit logs
How you can use Help Scout + Documentero
Conversation Reports
Create a PDF report for every new customer conversation in Help Scout and store it in your knowledge base.
Customer Profiles
Automatically generate a DOCX customer profile document when a new customer is added in Help Scout.
Satisfaction Logs
Build an XLSX file that logs all customer satisfaction ratings for easy tracking and analysis.
Agent Activity Records
Produce a document whenever a conversation is assigned or updated, giving managers a clear history of agent actions.
Tag-Based Summaries
Generate a summary document when specific tags are applied to a conversation, useful for tracking topics or issues.
Setup Guides
Zapier Tutorial: Integrate Help Scout with Documentero
- Create a new Zap in Zapier.
- Add Help Scout to the zap and choose one of the triggers (Watch Conversations, Watch Customers, Watch Satisfaction Rating). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Help Scout trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Help Scout with Documentero
- Create a new scenario in Make.
- Add Help Scout to the scenario and choose one of the triggers (Watch Conversations, Watch Customers, Watch Satisfaction Rating). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Help Scout trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Help Scout with Documentero
- Create a new workflow in n8n.
- Add Help Scout to the workflow and choose one of the triggers (Watch Conversations, Watch Customers, Watch Satisfaction Rating). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Help Scout trigger.
- Execute (or activate) your workflow and verify the output.
