AFI
Help Scout
Helpscout is a customer support platform. Advanced Form Integration sends form submissions to Helpscout, so every form entry on your WordPress site can create or update records automatically without manual data entry.
What you’ll need
- An active Helpscout account.
- A Helpscout OAuth2 app (see below).
- The Advanced Form Integration plugin installed and activated.
Create a Helpscout OAuth2 app
Helpscout uses OAuth2 for API access. You need to register an app to get a Client ID and Client Secret.
- Sign in to the Helpscout developer portal and create a new OAuth2 application.
- Copy the Redirect URI shown in the AFI Helpscout settings tab and paste it into the app’s allowed redirect URIs.
- Note the Client ID and Client Secret.
- Paste them in AFI → Settings → Helpscout and click Save & Authorize. After consent, AFI stores the token and refreshes it automatically.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Helpscout. - Under Trigger, pick the form plugin and the specific form you want to listen on.
- Under Action → Platform, select Helpscout.
- In Task, choose Create Conversation.
- Pick the saved account in the Helpscout Account dropdown.
- Map your form fields onto the Helpscout fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create Conversation
Creates a new conversation or ticket from the form submission.
| Field | Field key | Required | Notes |
|---|---|---|---|
| First Name (one of First/Last required | first_name |
Yes | |
| Last Name (one of First/Last required | last_name |
Yes | |
| Email (required | email |
Yes | |
| Phone | phone |
No | |
| Organization | organization |
No | |
| Job Title | job_title |
No | |
| Location | location |
No | |
| Background / Notes | background |
No | |
| Subject (required | subject |
No | |
| Mailbox ID (required | mailbox_id |
No | |
| Customer Email (required | customer_email |
No | |
| Customer First Name | customer_first_name |
No | |
| Customer Last Name | customer_last_name |
No | |
| Message Body (required | message_body |
No | |
| Type (email / chat / phone — defaults to email | type |
No | |
| Status (active / pending / closed — defaults to active | status |
No |
Conditional logic example
Only send data to Helpscout when the form’s email field is not empty, so test submissions or incomplete entries do not create records. Add a condition: Email is not empty.
Troubleshooting
Nothing arrives in Helpscout
Open AFI → Log and find the most recent entry for this integration. AFI stores the request it sent and the raw response it got back. If there is no log entry at all, the trigger never fired: re-check the form selection and submit a real test entry from the front end.
Connection lost
The OAuth2 token may have expired or been revoked. Return to AFI → Settings → Helpscout and click Re-authorize to refresh the connection.