Connect Help Scout to Rivo and automate your tasks

Why integrate Help Scout with Rivo

The Help Scout to Rivo 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.

Keep loyalty status current across your marketing tools

When a customer earns or redeems points in Rivo, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.

Enroll customers in Rivo based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a product category — MESA adds them to Rivo and sets the right starting tier. Your loyalty program grows with your customer base without anyone managing enrollments by hand.

Trigger loyalty rewards at the moments that drive retention

When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Rivo action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

Build any Help Scout and Rivo 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.

Customer VIP Tier Updated

Starts when a customer VIP tier is modified.

• ID
• Vip Tier ID
• Started At
• Internal Note
• External Note
• Customer
• Vip Tier

Loyalty Points Earned

Starts when loyalty points are earned.

• ID
• Points Amount
• Applied At
• Internal Note
• External Note
• Event Type
• Source
• Customer

Points Redemption Created

Starts when points are redeemed.

• Applied At
• Code
• Customer
• Expires At
• ID
• Name
• Points Amount
• Referred Email
• Refunded At
• Reward
• Terms Of Service
• Reward ID
• Source
• Used At

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.

Conversation Created

Starts when a conversation is created.

Conversation Custom Fields Changed

Starts when a conversation custom field is changed.

Conversation Customer Reply Created

Starts when a customer reply is created.

Conversation Deleted

Starts when a conversation is deleted.

Conversation Merged

Starts when a conversation is merged.

Conversation Moved

Starts when a conversation is moved.

Conversation Note Created

Starts when a conversation note is created.

Conversation Status Changed

Starts when a conversation status is changed.

Conversation Tags Updated

Starts when a conversation tag is updated.

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

Add Points to Customer's Points Balance

Create a points event to adjust a customers points balance.

• Type
• ID
• Attributes

Create Points Redemption

Redeem a reward for points.

• Customer Identifier
• Reward ID
• Points Amount

Create Referral

Create a referral.

Get List of Customers

Obtain a list of customers.

• Type
• ID
• Attributes

Get List of Earning Rules

Obtain a list of earning rules.

• Type
• ID
• Attributes

Get List of Points Events

Obtain a list of points events.

• Type
• ID
• Attributes

Get List of Points Redemptions

Obtain a list of points redemptions.

• Type
• ID
• Attributes

Get List of Referrals

Obtain a list of referrals.

Get List of Rewards

Obtain a list of rewards.

• Type
• ID
• Attributes

Get List of VIP Tiers

Obtain a list of VIP tiers.

• Type
• ID
• Attributes

Retrieve Customer

Grab all details about a customer.

• Type
• ID
• Attributes

Retrieve VIP Tier

Grab all details about a VIP tier.

• Type
• ID
• Attributes

Update Customer

Modify a customer.

• Dob

Update Customer's VIP Tier

Update a customer's VIP tier.

• Vip Tier ID
• Internal Note
• Skip Email

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

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.

Retrieve Customer

Grab all details about a customer.

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 Rivo today.

Enjoy a 7-day free trial. Get your first workflow in minutes.