Help Scout to SMS Integration | MESA
Connect Help Scout to SMS and automate your tasks
Why integrate Help Scout with SMS
The Help Scout to SMS 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.
Notify customers the moment their order ships
When a fulfillment event fires in Shopify, MESA sends a text with the tracking number and carrier info. Customers get the update before they even think to check their email.
Alert staff when an order needs attention
When a high-value order is flagged, a payment fails, or a return is requested, MESA texts the right team member. Issues get eyes on them in seconds, not hours.
Send delivery confirmations straight to customers
When Package Tracking registers a successful delivery, MESA fires a confirmation text. Customers know their package arrived — and your support queue shrinks.
Build any Help Scout and SMS 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
- ID
- Customer ID
- Created At
- Threads
Beacon Chat Customer Replied
- ID
- Customer ID
- Created At
- Threads
Conversation Agent Reply 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
- 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
- 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
- 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
- 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
- ID
Conversation 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
- 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
- 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
- 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
- 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
- ID
- First Name
- Last Name
- Emails
- Created At
- Photo URL
- Phone
- Job Title
- Organization
- Background
- Social Profiles
- Address
Customer Deleted
- ID
- First Name
- Last Name
- Emails
- Created At
- Photo URL
- Phone
- Job Title
- Organization
- Background
- Social Profiles
- Address
Customer Updated
- ID
- First Name
- Last Name
- Emails
- Created At
- Photo URL
- Phone
- Job Title
- Organization
- Background
- Social Profiles
- Address
Message Survey Response Received
- ID
- Conversation ID
- Rating
- Comment
- Submitted At
Satisfaction Ratings
- Rating ID
- Conversation ID
- Score
- Comment
- Created At
Tag Created
- ID
- Tag
- Color
Tag Deleted
- ID
- Tag
- Color
Tag Updated
- ID
- Tag
- Color
Send Message
Send an SMS.
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
- 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
- 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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