Connect Help Scout to Smartrr and automate your tasks

Why integrate Help Scout with Smartrr

The Help Scout to Smartrr 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.

Sync subscription data with your marketing and CRM tools

When a customer subscribes, skips, or cancels in Smartrr, MESA updates their record across your connected platforms. Your email segments, loyalty program, and CRM always reflect current subscription status.

Trigger retention workflows the moment a subscriber churns

When a cancellation or failed payment happens in Smartrr, MESA kicks off the right response — a win-back email, a Slack alert, a tag update in Shopify. You catch churn signals before they become lost customers.

Tag and segment subscribers based on their behavior

As customers interact with their Smartrr subscription — upgrading, pausing, adding products — MESA updates their Shopify tags and customer fields in real time. Your segments stay accurate without manual list management.

Build any Help Scout and Smartrr 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.

Payment Method Update

Starts when a payment method is updated.

Subscription Activate

Starts when a subscription is activated.

Subscription Cancel

Starts when a subscription is cancelled.

• Total Estimated Tax
• Total Discounts
• Total Line Items Price
• Total Line Items Price After Discount
• Total Estimated Net
• Total Shipping
• Frequency Unit
• Delivery Frequency
• Payment Frequency
• Shopify ID
• ID
• Upcoming Three Deliveries
• Shipping Address
• Variants
• Status

Subscription Create

Starts when a subscription is created.

Subscription Failed Payment

Starts when a payment failed for a subscription.

Subscription Gift

Starts when a subscription is gifted.

Subscription Pause

Starts when a subscription is paused.

Subscription Send Now

Starts when a subscription is sent now.

Subscription Set Next Date

Starts when a subscription's next date is set.

Subscription Skip

Starts when a subscription is skipped.

Subscription Successful Payment

Starts when a successful payment was made for a subscription.

Subscription Unskip

Starts when a subscription is unskipped.

Subscription Upcoming Order

Starts when a subscription has an upcoming order.

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

Activate Purchase

Initiate a purchase.

• Cust Rel

Add Cancellation Reason

Append a cancellation reason.

• ID
• Reason Type
• Text
• Action
• Ui Idx
• Discount
• Has Customer Prompt
• Is Archived

Add Line Item To Purchase

Append a line item to a purchase.

• Selling Organization

Add Loyalty Points to Customer

Add loyalty points to an existing customer. Requires Smartrr's Excel plan.

Apply Discount on Purchase

Use a discount on a purchase.

• Selling Organization

Cancel Purchase

Cancel a purchase.

• Cust Rel

Complete Historical Orders Sync

Conduct a historical orders sync.

Create Purchase State

Create a purchase state.

• Start Date
• Shipping Info
• Lines
• Stripe Customer ID
• Billing Address
• Paypal Billing Agreement ID
• Shopify Payment Method ID
• Delivery Price
• Billing Policy
• Selling Plan ID
• Status

Delete Cancellation Reason

Remove a cancellation reason.

Delete Discount on Purchase

Remove a discount on a purchase.

• Selling Organization

Get List of Addons Configs

Obtain a list of addons configs.

• Selling Plans

Get List of Bill Audit History

Obtain a list of bill audit history.

• Bill ID

Get List of Bills

Obtain a list of bills.

• St

Get List of Bills by Shopify Subscription Id

Obtain a list of bills by Shopify subscription id.

• St

Get List of Cancellation Reasons

Obtain a list of cancellation reasons.

• ID
• Reason Type
• Text
• Action
• Ui Idx
• Discount
• Has Customer Prompt
• Is Archived

Get List of Customer Portal Themes

Obtain a list of customer portal themes.

Get List of Customer Relationships

Obtain a list of customer relationships.

• ID
• Created Date
• Updated Date
• Deleted At

Get List of Events by Shopify Subscription Id

Obtain a list of events by Shopify subscription id.

• ID
• Event Data
• Created By
• Event Date
• Event Type

Get List of Formatted Orders

Obtain a list of formatted orders.

• ID
• Created Date
• Updated Date
• Deleted At
• Cust Rel
• Sts

Get List of Orders

Obtain a list of orders.

• ID
• Created Date
• Updated Date
• Deleted At
• Cust Rel
• Sts

Get List of Orders by Shopify Subscription Id

Obtain a list of orders by Shopify subscription id.

• ID
• Created Date
• Updated Date
• Deleted At
• Cust Rel
• Sts

Get List of Payment Methods

Obtain a list of payment methods.

• ID
• Created Date
• Updated Date
• Deleted At

Get List of Purchasable Collections

Obtain a list of purchasable collections.

• ID
• Created Date
• Updated Date
• Deleted At

Get List of Purchasables

Obtain a list of purchasables.

• ID
• Created Date
• Updated Date
• Deleted At

Get List of Purchase State Line Items

Obtain a list of purchase state line items.

Get List of Purchase States

Obtain a list of purchase states

• Cust Rel

Get List of Selling Plan Groups

Obtain a list of selling plan groups.

• Selling Plans

Import Customer Relationship from Shopify Customer

Bring in a customer relationship from a Shopify customer.

• ID
• Created Date
• Updated Date
• Deleted At

Import Customer's Payment Methods from Shopify

Bring in a customer's payment method from Shopify.

• ID
• Created Date
• Updated Date
• Deleted At

Migrate Recharge Purchase State

Migrate a Recharge purchase state.

• ID
• Created Date
• Updated Date
• Deleted At

Pause Purchase

Halt a purchase.

• Cust Rel

Remove Line Item from Purchase State.

Delete line item from purchase state.

• Selling Organization

Retries Bill

Retries a bill.

• Cust Rel

Retrieve Purchase State by Shopify Subscription Id

Grab all details about purchase state by Shopify subscription id.

• Selling Organization

Retrieve Setup Status for Organization

Get the setup status for an organization.

• Selected Selling Plan ID
• Has Product Selected
• Snippets Theme ID
• Rendering Theme ID
• Is Setup Finished
• Optimization

Rollback Recharge Purchase State

Revert a Recharge purchase state.

• ID
• Created Date
• Updated Date
• Deleted At

Set Next Billing Date on Purchase

Establish a next billing date on purchase.

• Selling Organization

Set Selling Plan on Purchase

Establish a selling plan on purchase.

• Selling Organization

Skip Purchase

Omit a purchase.

• Selling Organization

Swap Purchase State Line Items

Swap the purchase state of line items.

• Selling Organization

Unskip Purchase

Resume a purchase.

• Selling Organization

Update Address on Purchase State

Modify address on purchase state.

• Company
• Shopify ID

Update Cancellation Reason

Modify a cancellation reason.

• ID
• Reason Type
• Text
• Action
• Ui Idx
• Discount
• Has Customer Prompt
• Is Archived

Update Customer Portal Theme

Modify a customer portal theme.

• Theme Shopify ID
• Updated Theme Properties

Update External Subscription Dates on Purchase State

Modify external subscription dates on purchase state.

• External Subscription Created Date
• External Subscription Cancelled At

Update Line Item on Purchase State

Modify the purchase state of a specific line item.

• Price
• Quantity

Update Purchasable Theme

Modify a purchasable theme.

• Primary Color
• Background Color
• Button Text Color
• Button Border Color
• Button Background Color
• Purchasable ID

Update Setup Status for Organization

Modify setup status for an organization.

Update Shipping Price on Purchase State

Modify shipping price on purchase state.

• Price

Integrate Help Scout with Smartrr today.

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