# 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. Enjoy a 7-day free trial. Get your first workflow in minutes. MESA AI assistant Describe your task... You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.