Monday.com + HelpScout Integration

Integrate HelpScout to Monday.com in one click, or tell Integrately AI how you want each customer handled. Log conversations, create items, update customer profiles, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • HelpScout
    Agent is replied in HelpScout Instant
  • HelpScout
    Customer is replied in HelpScout Instant
  • HelpScout
    Conversion is created in HelpScout Instant
  • HelpScout
    Conversion tags are updated in HelpScout Instant
  • HelpScout
    Conversation is assigned in HelpScout Instant
  • HelpScout
    Customer is created in HelpScout
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2.
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • HelpScout
    Create conversation in HelpScout
  • HelpScout
    Search conversation in HelpScout
  • HelpScout
    Create customer in HelpScout
  • HelpScout
    Search customer in HelpScout
  • HelpScout
    Add note in HelpScout
  • HelpScout
    Update customer properties in HelpScout
  • HelpScout
    Update customer in HelpScout
  • HelpScout
    Search user in HelpScout
  • HelpScout
    Send reply in HelpScout
  • HelpScout
    Search mailbox in HelpScout
  • HelpScout
    Get week report in HelpScout
  • HelpScout
    Get day report in HelpScout
  • HelpScout
    Get custom report in HelpScout

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Ready WorkflowsReady Workflows   for Monday.com + HelpScout Integration

Capture customer enquiries, create tracking items, update project boards, alert your team, and log details, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your HelpScout + Monday.com flow

Send support data to CRMs, notify teams, create project tracking, and trigger follow-ups after your core workflow finishes. Pick a combination and activate it in one click.

Monday.com
HelpScout
+
SlackSlack (8)
+
GmailGmail (8)
+
TypeformTypeform (8)
+
HubSpotHubSpot (8)
+
Jira Software CloudJira Software Cloud (8)
+
LoomLoom (8)
H
M
S
Create a monday.com item for every new HelpScout customer, and notify your support channel on Slack.
New HelpScout customers instantly generate a monday.com item and alert your support team on Slack, keeping tracking boards current.
H
M
S
When a HelpScout conversation is assigned, create a monday.com item and notify the assigned agent in Slack.
Assigned HelpScout conversations create trackable monday.com items while notifying your agents on Slack instantly.
M
H
S
When a monday.com item column value is changed, update the customer in HelpScout and post an update on Slack.
Changes on monday.com boards update HelpScout customer profiles and notify your team on Slack automatically.
M
H
S
Create a HelpScout customer for every monday.com item, and confirm it in Slack.
New monday.com items automatically generate HelpScout customer profiles and post a confirmation on Slack.
H
M
S
If conversion tags are updated in HelpScout, create a monday.com item and alert the priority channel in Slack.
Tagged HelpScout conversations trigger monday.com items and alert your team on Slack for rapid follow-up.
M
H
S
When a monday.com item is moved to a specific group, update customer properties in HelpScout and post the move in Slack.
Moved monday.com items update HelpScout customer properties and notify your team on Slack instantly.
H
M
S
Use Claude to summarise every new HelpScout customer profile, create an item in monday.com, and post the brief in Slack.
Claude summarises new HelpScout customer profiles, creates a monday.com item, and posts the brief on Slack.
M
H
S
Create a HelpScout conversation when a monday.com sub-item is created, create a task in Jira Software Cloud, and notify the team on Slack.
New monday.com sub-items open a HelpScout conversation, create a Jira task, and announce it on Slack.

Supported triggers and actions for Monday.com and HelpScout

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
Try it →
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it →
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Move item to board in Monday.com
Try it →
Update group in Monday.com
Try it →
Search multiple items in Monday.com
Locates and retrieves items information
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Get subitem by id in Monday.com
Try it →
Create item in Monday.com
Generates a new item
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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HelpScout
HelpScout Triggers & Actions
Instant
Agent is replied in HelpScout
Triggers the automation when an agent is replied
Try it →
Instant
Customer is replied in HelpScout
Triggers the automation when a customer is replied
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Instant
Conversion is created in HelpScout
Triggers the automation when a conversion occurs
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Instant
Conversion tags are updated in HelpScout
Triggers the automation when conversion tags are updated
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Instant
Conversation is assigned in HelpScout
Triggers the automation when someone is assigned to a conversation
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Customer is created in HelpScout
Triggers the automation when a new customer is created
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Create conversation in HelpScout
Start a new conversation with speicified recipients
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Search conversation in HelpScout
Searches for keywords within a conversation
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Create customer in HelpScout
Adds a new customer to the database
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Search customer in HelpScout
Locates and retrieves customer information
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Add note in HelpScout
Adds a note to the selected item
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Update customer properties in HelpScout
Updates customer information and properties based on particular criteria
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Update customer in HelpScout
Updates a customer's information
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Search user in HelpScout
Searches for a user
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Send reply in HelpScout
Sends a reply
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Search mailbox in HelpScout
Searches for a mailbox
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Get week report in HelpScout
Generates a report summarizing tasks completed and progress made in the past week
Try it →
Get day report in HelpScout
Retrieves and summarize daily activity and performance data for review
Try it →
Get custom report in HelpScout
Generates a personalized report based on particular criteria
Try it →

What can you automate with HelpScout + Monday.com?

Streamline your customer support and project tracking workflows with ready-made automations for HelpScout and monday.com.

What you can automate?
🔄
Sync new customer records instantly
Automatically create a monday.com item whenever a new customer is created in HelpScout, eliminating manual data entry between your support inbox and project boards.
📋
Capture every conversation detail
Map customer profiles, conversion tags, and conversation notes into separate monday.com item columns instead of basic names alone.
🔔
Notify your team the moment enquiries arrive
Alert support agents and project managers immediately in Slack or via email when new HelpScout conversations are assigned or updated.
🔀
Route records based on submitted tags
Apply conditional logic to create priority monday.com items for urgent HelpScout tags while routing standard enquiries to regular boards.
🔄
Keep boards and profiles up to date
Automatically update customer properties in HelpScout whenever item column values or group movements change on your monday.com boards.
🔍
Search and update without duplicates
Search existing customers and conversations before creating new items, ensuring your workspace remains clean and free of duplicate records.
⏱️
Handle status changes and resolutions
Trigger automated updates in HelpScout when monday.com project items move through stages or reach completed status.
🌐
Extend your workflow to Slack
Connect HelpScout and monday.com to Slack to notify channels, post updates, and keep your entire team informed of support milestones.
And much more...

Who is HelpScout + Monday.com integration for?

Support managers, project leads, and operations teams connect HelpScout and monday.com to synchronize customer records, track enquiries, and eliminate manual handoffs.

Customer Support Managers
Customer Support Managers
Support Leads
Support Leads
Account Managers
Account Managers
Operations Teams
Operations Teams
Project Managers
Project Managers
Customer Success Specialists
Customer Success Specialists
📈
Customer Support Managers
You're reviewing support volumes and ticket trends but your project boards only update when someone manually exports conversations, so the workload counts you're optimising against are always a few hours behind — with this integration, every new HelpScout customer lands in monday.com instantly and your data stays current.
Support Leads
You need to act fast when high-priority tickets arrive, and you find out too late because notifications stay trapped in your inbox — automating both apps means every urgent conversation creates a tracked monday.com item and alerts your team without delay.
🤝
Account Managers
You answer to clients who want to see daily progress on their support requests, but copying data between apps takes hours — this integration means every conversation update flows straight into your monday.com board so clients always see accurate status.
📊
Operations Teams
The volume of inbound support enquiries is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned conversations — automating both apps means every customer record and ticket moves between HelpScout and monday.com without manual entry.
👥
Project Managers
You own the project execution phase and depend on customer support to hand over client details from HelpScout, but records often get lost in transit — connecting these apps means every new customer automatically creates a structured monday.com item ready for your team.
🗂️
Customer Success Specialists
You need a reliable history of every client interaction across platforms, but you keep finding gaps between support chats and project boards — automating both apps means every customer profile and tracking item stays perfectly synchronised.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Monday.com + HelpScout

Build and manage your Monday.com + HelpScout automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + HelpScout with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect HelpScout to Monday.com?
Frequently Asked Questions
You can connect HelpScout to Monday.com in 1 click using ready templates on Integrately, or ask Integrately AI to build the custom workflow for your team.
Can I automatically create a monday.com item when a new customer is created in HelpScout?
Frequently Asked Questions
Can I connect HelpScout, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for HelpScout and Monday.com?
Frequently Asked Questions
How does HelpScout data sync with monday.com boards?
Frequently Asked Questions
Can I update HelpScout customer properties when monday.com items change?
Frequently Asked Questions
Do I need coding skills to automate HelpScout and Monday.com?
Frequently Asked Questions
Is the HelpScout and Monday.com integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect HelpScout or Monday.com With 1500+ Other Apps

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Monday.com
Popular Monday.com Integrations
Sync Monday.com with project tracking, reporting, and communication tools to keep data working across your stack.