# Connect Data to Help Scout and automate your tasks ## Why integrate Data with Help Scout The Data to Help Scout integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code. ### Track order history across every workflow run MESA writes order details to a private table each time one is placed. Any workflow can look up that history — for loyalty checks, repeat purchase detection, or reporting — without querying Shopify directly. ### Build a customer loyalty tracker without a CRM Data stores a running record of each customer's purchase count, total spend, or tier status. Workflows read that record to decide which emails to send, which tags to apply, or which rewards to trigger. ### Keep a running inventory log across all activity Each time stock moves — sale, return, or restock — MESA writes the update to a Data table. Your other workflows and BI tools can query that record at any time for accurate, current counts. ### Give your support team full Shopify context on every conversation When a customer reaches out in Help Scout, MESA pulls their Shopify order history, tags, and customer details into the conversation. Your team responds with the full picture without switching between tools to find it. ### Create and update Shopify customer records from Help Scout conversations When a key detail is captured or a contact is updated in Help Scout, MESA writes it to the corresponding Shopify customer record. Your store and your support platform stay in sync without anyone reconciling them manually. ### Trigger Help Scout conversations from Shopify order and fulfillment events When an order ships, a delivery is delayed, or a return is filed in Shopify, MESA opens or updates the right Help Scout conversation automatically. Your support team gets ahead of customer questions before they arrive. ## Build any Data and Help Scout automation MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running. ###### Beacon Chat Chat Created Starts when a chat is created. - ID - Customer ID - Created At - Threads ###### Beacon Chat Customer Replied Starts when a customer replies to a Beacon Chat message. - ID - Customer ID - Created At - Threads ###### Conversation Agent Reply Created Starts when a conversation agent reply is created. - ID - Number - Threads - Type - Folder ID - Status - State - Subject - Preview - Mailbox ID - Assignee - Created By - Created At - Closed By - Closed By User - Closed At - User Updated At - Customer Waiting Since - Source - Tags - Cc - Bcc - Primary Customer - Snooze - Next Event - Custom Fields - Embedded - Links ###### Conversation Assigned Starts when a conversation is assigned. - ID - Number - Threads - Type - Folder ID - Status - State - Subject - Preview - Mailbox ID - Assignee - Created By - Created At - Closed By - Closed By User - Closed At - User Updated At - Customer Waiting Since - Source - Tags - Cc - Bcc - Primary Customer - Snooze - Next Event - Custom Fields - Embedded - Links ###### Conversation Created Starts when a conversation is created. - ID - Number - Threads - Type - Folder ID - Status - State - Subject - Preview - Mailbox ID - Assignee - Created By - Created At - Closed By - Closed By User - Closed At - User Updated At - Customer Waiting Since - Source - Tags - Cc - Bcc - Primary Customer - Snooze - Next Event - Custom Fields - Embedded - Links ###### Conversation Custom Fields Changed Starts when a conversation custom field is changed. - ID - Number - Threads - Type - Folder ID - Status - State - Subject - Preview - Mailbox ID - Assignee - Created By - Created At - Closed By - Closed By User - Closed At - User Updated At - Customer Waiting Since - Source - Tags - Cc - Bcc - Primary Customer - Snooze - Next Event - Custom Fields - Embedded - Links ###### Conversation Customer Reply Created Starts when a customer reply is created. - ID - Number - Threads - Type - Folder ID - Status - State - Subject - Preview - Mailbox ID - Assignee - Created By - Created At - Closed By - Closed By User - Closed At - User Updated At - Customer Waiting Since - Source - Tags - Cc - Bcc - Primary Customer - Snooze - Next Event - Custom Fields - Embedded - Links ###### Conversation Deleted Starts when a conversation is deleted. ###### Conversation Merged Starts when a conversation is merged. - ID - Number - Threads - Type - Folder ID - Status - State - Subject - Preview - Mailbox ID - Assignee - Created By - Created At - Closed By - Closed By User - Closed At - User Updated At - Customer Waiting Since - Source - Tags - Cc - Bcc - Primary Customer - Snooze - Next Event - Custom Fields - Embedded - Links ###### Conversation Moved Starts when a conversation is moved. - ID - Number - Threads - Type - Folder ID - Status - State - Subject - Preview - Mailbox ID - Assignee - Created By - Created At - Closed By - Closed By User - Closed At - User Updated At - Customer Waiting Since - Source - Tags - Cc - Bcc - Primary Customer - Snooze - Next Event - Custom Fields - Embedded - Links ###### Conversation Note Created Starts when a conversation note is created. - ID - Number - Threads - Type - Folder ID - Status - State - Subject - Preview - Mailbox ID - Assignee - Created By - Created At - Closed By - Closed By User - Closed At - User Updated At - Customer Waiting Since - Source - Tags - Cc - Bcc - Primary Customer - Snooze - Next Event - Custom Fields - Embedded - Links ###### Conversation Status Changed Starts when a conversation status is changed. - ID - Number - Threads - Type - Folder ID - Status - State - Subject - Preview - Mailbox ID - Assignee - Created By - Created At - Closed By - Closed By User - Closed At - User Updated At - Customer Waiting Since - Source - Tags - Cc - Bcc - Primary Customer - Snooze - Next Event - Custom Fields - Embedded - Links ###### Conversation Tags Updated Starts when a conversation tag is updated. - ID - Number - Threads - Type - Folder ID - Status - State - Subject - Preview - Mailbox ID - Assignee - Created By - Created At - Closed By - Closed By User - Closed At - User Updated At - Customer Waiting Since - Source - Tags - Cc - Bcc - Primary Customer - Snooze - Next Event - Custom Fields - Embedded - Links ###### Customer Created Starts when a customer is created. - ID - First Name - Last Name - Emails - Created At - Photo URL - Phone - Job Title - Organization - Background - Social Profiles - Address ###### Customer Deleted Starts when a customer is deleted. - ID - First Name - Last Name - Emails - Created At - Photo URL - Phone - Job Title - Organization - Background - Social Profiles - Address ###### Customer Updated Starts when a customer is updated. - ID - First Name - Last Name - Emails - Created At - Photo URL - Phone - Job Title - Organization - Background - Social Profiles - Address ###### Message Survey Response Received Starts when a response to a message survey is received. - ID - Conversation ID - Rating - Comment - Submitted At ###### Satisfaction Ratings Starts when a satisfaction rating is given. - Rating ID - Conversation ID - Score - Comment - Created At ###### Tag Created Starts when a tag is created. - ID - Tag - Color ###### Tag Deleted Starts when a tag is deleted. - ID - Tag - Color ###### Tag Updated Starts when a tag is updated. - ID - Tag - Color ###### Record Created Triggered when a new record is added to a table. ###### Record Updated Triggered when a record in a table is created or an existing record is updated. ###### Add Customer Thread to Conversation Adds a customer thread to a conversation. - ID ###### Add Note to Conversation Add a note to a conversation. - ID ###### Create Chat Thread Start a chat thread. - Customer - Text - Imported - Created At - Attachments ###### Create Conversation Create a conversation in an inbox with at least one thread. - Customer - Subject - Auto Reply - Imported - Type - Assign To - Mailbox ID - Status - Created At - Threads - Tags - Fields - User - Closed At ###### Create Customer Create a customer. - First Name - Last Name - Phone - Photo URL - Job Title - Photo Type - Background - Location - Organization - Gender - Age - Emails - Phones - Chats - Social Profiles - Websites - Address - Properties ###### Create Email Create an email. - Value - Type ###### Create Reply Thread Start a reply thread. - Customer - Text - Draft - Imported - Status - User - Cc - Bcc - Created At - Attachments ###### Delete Conversation Remove a conversation. ###### Delete Customer Remove a customer. ###### Delete Scheduled Thread Unschedule a thread. ###### Delete User Remove a user. ###### Get List of Conversation's Threads Obtain a list of a conversation's threads. - ID - Type - Status - State - Created At - Created By - Body - Source - Customer - Saved Reply ID - Assigned To - To - Cc - Bcc - Rating - Scheduled - Embedded ###### Get List of Conversations Obtain a list of conversations. - ID - Number - Threads - Type - Folder ID - Status - State - Subject - Preview - Mailbox ID - Assignee - Created By - Created At - Closed By - Closed By User - Closed At - User Updated At - Customer Waiting Since - Source - Tags - Cc - Bcc - Primary Customer - Snooze - Next Event - Custom Fields - Embedded - Links ###### Get List of Customers Obtain a list of customers. - ID - First Name - Last Name - Gender - Job Title - Location - Organization - Photo Type - Photo URL - Age - Created At - Updated At - Background - Draft - Embedded - Links ###### Get List of Emails Obtain a list of emails. - ID - Value - Type - Links ###### Publish Thread Schedule Publish a scheduled thread. The draft thread is turned into a reply/forward thread, and the message is sent to the customer. ###### Retrieve Conversation Grab all details about a conversation. - ID - Number - Threads - Type - Folder ID - Status - State - Subject - Preview - Mailbox ID - Assignee - Created By - Created At - Closed By - Closed By User - Closed At - User Updated At - Customer Waiting Since - Source - Tags - Cc - Bcc - Primary Customer - Snooze - Next Event - Custom Fields - Embedded - Links ###### Retrieve Customer Grab all details about a customer. - ID - First Name - Last Name - Gender - Job Title - Location - Organization - Photo Type - Photo URL - Age - Created At - Updated At - Background - Draft - Embedded - Links ###### Retrieve User Grab all details about a user. - ID - First Name - Last Name - Email - Role - Timezone - Photo URL - Created At - Updated At - Type - Mention - Initials - Job Title - Phone - Alternate Emails ###### Update Conversation Modify a conversation. - Subject - Auto Reply - Imported - Type - Assign To - Mailbox ID - Status - Tags - Fields - Threads ###### Update Conversation's Tags Modify a conversation's tags. - Tags ###### Update Customer Modify a customer. ###### Update Snooze Snooze a conversation. - Snoozed Until ###### Update Thread Schedule Schedule a reply/forward thread. - Scheduled For - Unschedule On Customer Reply - Send As Creator ###### Create Record Create a new record in a new or existing table. ###### Custom SQL Query Run a custom SQL query to fetch a list of records. ###### Delete Record Delete one or more records in a table. - Where ###### Query Run a query to fetch a specific list of records in a table. - Sort by ###### Update or Create Record Update existing record(s) if found, otherwise create a new record. - Where ###### Update Record Update existing record(s) in a table. - Where ## Expert support included MESA includes hands-on support from automation experts who know how to get things done. ### Free workflow setup We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week. ### Fast response times Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours. ### Ongoing optimization Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows. ### Real humans, always Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows. ## Integrate Data with Help Scout today. Enjoy a 7-day free trial. Get your first workflow in minutes.