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Help Scout Integration

The Help Scout integration connects your Expiration Reminder account to Help Scout so that upcoming expiration deadlines can be turned into Help Scout conversations automatically. Renewals appear in the workspace your team already uses, alongside the rest of your work.

 Before you begin

Make sure you have the following ready:

  • An active Expiration Reminder account with permission to manage integrations.
  • A Help Scout account with permission to authorize third-party access.
  • The documents, licenses, or certifications you want to monitor already added in Expiration Reminder, each with an expiration date.
How to set up the Help Scout integration
  1. Sign in to your Expiration Reminder account.
  2. Go to Settings > Integrations.
  3. Find Help Scout in the list of available integrations and click Connect.
  4. In the authorization window, sign in with your Help Scout credentials and approve the requested access.
  5. Choose which records should create conversations and how many days before each expiration date a conversation should be created.
  6. Save your settings. The integration is now active.
What syncs and what triggers a conversation

After setup, Expiration Reminder monitors the expiration dates of the records you selected. When a record reaches the lead time you configured, the integration creates a conversation in Help Scout that includes the item name and its expiration date so your team has the context to act.

You control which categories of records create conversations and how far in advance, so your workspace stays focused and uncluttered.

Managing renewal conversations in Help Scout

Renewal conversations behave like any other Help Scout conversation. You can assign owners, set due dates, track progress, add notes, and close them once the renewal is complete. Your team manages renewals using the Help Scout workflow they already know.

Troubleshooting
  • Conversations aren't being created. Confirm the integration shows as connected in Settings > Integrations, and that the records you expect have a valid expiration date within your configured lead time.
  • The connection failed during setup. Make sure you approved the requested Help Scout permissions, then try connecting again.
  • The connection stopped working. If your Help Scout access changed, reconnect the integration to refresh authorization.
Frequently asked questions

Will this create duplicates? No. Each monitored record creates a conversation once as it approaches its configured lead time.

Can I choose which records create conversations? Yes. You decide which categories of records are included and how far in advance.

Is there an extra cost? The integration is available on all Expiration Reminder plans. A Help Scout account is required separately.