# Connect Help Scout to Loop and automate your tasks ## Activity reports ### Fully supported MESA's Help Scout to Loop integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes. [Try MESA for free](/content/pricing/index.html) ★★★★★ 4.9 rating on Shopify App Store ## Start your first automated workflow Use pre-made workflow templates to get started quickly. - ### [Summarize Closed Help Scout Conversations and Send to Asana](/content/templates/send-help-scout-summaries-to-asana/index.html) [View template](/content/templates/send-help-scout-summaries-to-asana/index.html) - ### [Retrieve Help Scout Conversations](/content/templates/retrieve-helpscout-conversations/index.html) [View template](/content/templates/retrieve-helpscout-conversations/index.html) - ### [Turn Complex Help Scout Tickets into Research-Backed Customer Responses](/content/templates/help-scout-perplexity-research-customer-support/index.html) [View template](/content/templates/help-scout-perplexity-research-customer-support/index.html) ## Why integrate Help Scout with Loop The Help Scout to Loop 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. ### Process every line item in an order individually When an order arrives with multiple products, Loop goes through each line item one at a time — tagging, routing, or syncing each to a downstream system based on its specific data. One order, many targeted actions. ### Update each product in a batch file one by one When a CSV or FTP file contains multiple products, Loop processes each row individually — updating prices, inventory levels, or descriptions in Shopify without treating the whole file as one action. ### Route each item to the right fulfillment location For orders that split across multiple warehouses or vendors, Loop goes through each line item and sends the correct fulfillment request to the right destination. Every item reaches the right place. ## Build any Help Scout and Loop 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 ###### 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.