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Create a Help Scout conversation intake

by recued-core v4 33 views

Use “Create a Help Scout conversation intake” in Recued. It runs the Help Scout conversation intake workflow with approval before changes are made.

How it works 13 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (13 steps)
■ subject_text trim
Trim whitespace from setting subject
■ customer_email_text trim
Trim whitespace from setting customer email
■ thread_text trim
Trim whitespace from setting body text
■ has_subject compare
Check if subject text has data
■ has_email compare
Check if customer email text has data
■ has_body compare
Check if thread text has data
◆ mailbox recued-core.helpscout.mailbox.read
Read mailbox on helpscout
◆ folders recued-core.helpscout.folder.search
Search folder on helpscout
■ folder_count count
Count items in folders result
■ skip_create any
Check if any of the conditions are true
◆ created_conversation recued-core.helpscout.conversation.create
Create conversation on helpscout
skip: step.skip_create equal true
■ skipped compare
Check if skip create equals true
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 9 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

tags setting = recued
status setting = active
subject setting =
body text setting =
auto reply setting = false
mailbox id setting = [object Object]
thread type setting = customer
customer email setting =
conversation type setting = email

Uses (3 operations)

Pack operation Read mailbox on helpscout recued-core.helpscout.mailbox.read
Pack operation Search folder on helpscout recued-core.helpscout.folder.search
Pack operation Create conversation on helpscout recued-core.helpscout.conversation.create

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Read your Helpscout connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

helpscout helpscoutsupporthelpdeskconversationinboxintakecreateapprovalpack:helpscout

Details

13 steps 9 configurable settings recipe_id: create-conversation-intake-helpscout