Help Scout to Relay Integration | MESA

Connect Help Scout to Relay and automate your tasks

Why integrate Help Scout with Relay

The Help Scout to Relay 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.

Break sprawling automations into manageable pieces

Relay lets one workflow hand off to another, so each piece stays focused and easy to maintain. Update or reuse a single step without touching everything downstream.

Catch workflow failures before they cost you an order

When a workflow errors, Relay routes the failure to another workflow that retries the task, alerts your team, or reroutes the order. Nothing silently drops.

Let AI decide how to handle a broken workflow

Your AI assistant reviews the failed step, the data involved, and past outcomes, then chooses whether to retry, escalate, or reroute the task. No manual triage required.

Build any Help Scout and Relay 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

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

Trigger Workflow

Pass to Workflow - Hand off execution to another workflow by name.

Task ID
Error

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

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