How to Send Charitable Data to Help Scout

Help Scout is a helpdesk platform. Every Charitable donation record should flow into Help Scout automatically. This guide shows how to set that up in five minutes.

The direct approach

AFI delivers donation data straight from WordPress to Help Scout. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Charitable installed and configured.
• A Help Scout account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Help Scout to AFI

Help Scout uses OAuth 2.0 for authentication. In AFI → Settings → Help Scout, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Charitable to Help Scout.

2. Pick your trigger

Select Charitable as the form provider. AFI fires when a donation is made through a fundraising campaign, giving you access to donor name, email, donation amount, campaign ID, and gateway.

3. Select Help Scout as the destination

Choose Help Scout from the platform dropdown and pick Create Conversation. This creates a conversation in Help Scout.

4. Map fields

Match each Help Scout field on the left to the corresponding Charitable field on the right. Common mappings include donor name, email, donation amount, campaign ID, and gateway. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Charitable. Check Help Scout to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps subject, body, and email to Help Scout with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Charitable events trigger the integration?

AFI fires when a donation is made through a fundraising campaign. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Charitable to Help Scout in minutes.