Name: Create a Help Scout conversation intake
Author: recued-core

Create a Help Scout conversation intake

by recued-core v1

Approval-gated Help Scout conversation intake workflow. It reads inbox and folder context, then creates exactly one conversation with a caller-supplied subject, customer email, initial thread text, status, type, and tags through recued-core.helpscout. It does not update existing conversations, reply to existing conversations, mutate customers or users, upload or download attachments, delete, bulk-mutates, run workflows, change inbox/admin settings, or call arbitrary Help Scout endpoints.

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 ?

■ folders ?

■ folder_count count

Count items in folders result

■ skip_create any

Check if any of the conditions are true

■ created_conversation ?

skip: step.skip_create equal true

■ skipped compare

Check if skip create equals true

■ card to_summary

Format results as a summary card

Settings 10 configurable

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

tags setting = recued

status setting = active

subject setting =

body text setting =

helpscout setting =

auto reply setting = false

mailbox id setting = 0

thread type setting = customer

customer email setting =

conversation type setting = email

Trust & control

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

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

Read your Helpscout connection

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

About

recued-core

Details

13 steps 10 configurable settings recipe_id: create-helpscout-conversation-intake