Help Scout to Infinite Options Integration | MESA

Connect Help Scout to Infinite Options and automate your tasks

Why integrate Help Scout with Infinite Options

The Help Scout to Infinite Options integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

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.

Route custom orders to the right production workflow based on selected options

When a customer chooses specific Infinite Options selections — an engraving, a rush processing add-on, a custom dimension — MESA reads those details and kicks off the right fulfillment workflow in Shopify. Your production process starts correctly from the moment the order is placed without anyone manually interpreting the options.

Alert your team when a custom or complex order needs immediate attention

When an order containing specific Infinite Options selections arrives — a high-value add-on, a custom configuration, a date-sensitive request — MESA notifies the right person through Slack or email with the order details already attached. Your team responds while the production window is still open.

Sync custom order option data to your ops and production tools

When an order with Infinite Options selections is placed, MESA writes the option details — engravings, dimensions, colors, add-ons — to Airtable, Google Sheets, or a ClickUp task. Your production team works from a structured record without anyone transcribing custom details out of the Shopify order by hand.

Build any Help Scout and Infinite Options 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.

Order Created

Starts when a Shopify order with line item details is created

Fields
- Variant ID
- Quantity
- Title
- Sku
- Price
- Properties
- Applied Discount

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.

Same fields as above.

Conversation Created

Starts when a conversation is created.

Same fields as above.

Conversation Custom Fields Changed

Starts when a conversation custom field is changed.

Same fields as above.

Conversation Customer Reply Created

Starts when a customer reply is created.

Same fields as above.

Conversation Deleted

Starts when a conversation is deleted.

Conversation Merged

Starts when a conversation is merged.

Same fields as above.

Conversation Moved

Starts when a conversation is moved.

Same fields as above.

Conversation Note Created

Starts when a conversation note is created.

Same fields as above.

Conversation Status Changed

Starts when a conversation status is changed.

Same fields as above.

Conversation Tags Updated

Starts when a conversation tag is updated.

Same fields as above.

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.

Same fields as above.

Customer Updated

Starts when a customer is updated.

Same fields as above.

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

Order List

Get a list of Shopify Orders that have Infinite Options fields

Line Items
Order

Add Customer Thread to Conversation

Adds a customer thread to a conversation.

Add Note to Conversation

Add a note to a conversation.

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

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 Help Scout with Infinite Options today.

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