HelpCrunch integration with Filter by Nekton
How to Send emails via Gmail for newly updated customer tags in HelpCrunch
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send emails via Gmail for newly updated customer tags in HelpCrunch" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate HelpCrunch integrations
HelpCrunch actions
Nekton can use any feature that is available in HelpCrunch API.
Using our advanced AI, you can easily create custom automations for HelpCrunch.
Here are some typical actions you can do in your automated workflows.
Create Customer
Create a new customer within your HelpCrunch account.
Find or Create Customer
Finds already exists Customers
Find Customer
Finds already exists Customers
Chat Assignee Updated
Triggers when chat assignee is updated.
Chat Status Updated
Triggers when chat status is updated.
Customer Tags Updated
Triggers when customer tags are updated.
About HelpCrunch
HelpCrunch is a customer communication platform offering live chat for web and mobile apps, knowledge base, and email automation software.