If you don’t have a Help Scout account, you can create one here.
Inside your Customer.io account, create a new campaign (event triggered or segment triggered depending on what should trigger the creation of a new conversation in Help Scout. In our example we’ll use the segment “Low NPS Rating” to target customers dissatisfied with our service.
Add a webhook action to your workflow, and give it a name. We’ll call our webhook “Low NPS Rating.”
After adding the webhook, click Add Request.
POST add the Help Scout endpoint in this format:
The result should look like:
At this point, you should see something like this:
Grab the sample JSON content from https://gist.github.com/LiviaSarban/2e0b200f85926dc13f8e6922046c52e9.
MAILBOX-ID with your own and adapt any attributes to your own data.
threads are mandatory fields. The rest are optional. You can read more about the options here: http://developer.helpscout.net/help-desk-api/conversations/create/
Our webhook body now looks something like this:
Press Send Request to send a test webhook to your Help Scout mailbox.
If everything went well, you should see a 201 Created result.
Our new conversation was created in Help Scout!