Create a Help Scout conversation with Customer.io
If you don’t have a Help Scout account, you can create one here.
Get your Help Scout API key
- Go to Your Profile (top right corner).
- Select API Keys.
- Click Generate an API Key.
- Add a label to easily recognize the API key used inside Customer.io.
Get your Mailbox ID:
- Open the mailbox where you want to create your conversations.
- Go to Edit Mailbox (bottom left of the screen):
- Copy the mailbox id from the URL. It will be something like:
Create your campaign
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
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.
Compose your webhook
POST add the Help Scout endpoint in this format:
The result should look like:
At this point, you should see something like this:
Customize your webhook body
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!