# Connect Help Scout to Tally and automate your tasks ## Why integrate Help Scout with Tally The Help Scout to Tally 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. ### Turn Tally form submissions into Shopify customer records When someone fills out a Tally form — an inquiry, an application, a pre-order request — MESA creates or updates their record in Shopify automatically. Your store knows about the customer before they ever place an order. ### Trigger Shopify workflows from form responses When a Tally submission meets a condition — a product preference, a budget range, a wholesale inquiry — MESA kicks off the right workflow in Shopify. Your forms become the starting point for automation, not just a data collection step. ### Route form submissions to the right person on your team When a Tally form comes in, MESA reads the responses and sends the details to the right channel — a Slack message, a ClickUp task, an email. The right person gets the context they need without anyone triaging submissions manually. ## Build any Help Scout and Tally 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. ###### Form Submitted Starts when a form is submitted. ###### 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 ###### Get List of Form's Questions Obtain a list of form's questions. - ID - Type - Title - Is Title Modified By User - Form ID - Is Deleted - Number Of Responses - Created At - Updated At - Fields ###### Get List of Form's Submissions Obtain a list of form submissions with their responses. - Answers - Response ID - Form ID - Submitted At - Respondent ID ###### Get List of Forms Obtain a list of forms. - ID - Name - Workspace ID - Status - Number Of Submissions - Is Closed - Created At - Updated At ###### Retrieve Form Grab all details about a form. - ID - Name - Workspace ID - Status - Number Of Submissions - Is Closed - Created At - Updated At ###### Retrieve Form Submission Grab all details about a form submission. - Answers - Response ID - Form ID - Submitted At - Respondent ID ###### 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. ###### 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 ### 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. ### Managed services available 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 Tally today. Enjoy a 7-day free trial. Get your first workflow in minutes.