The Node.js wrapper for the Help Scout Mailbox API 2.0. It supports the OAuth 2.0 and Client Credentials flows.
Disclaimer: This module is not in any way affiliated to or supported by Help Scout Inc. It is provided as an open-source project under the MIT license.
- Installation
- Authentication and authorization
- Start using the library
- Pagination
- Rate limiting
- License
This library is distributed via npm
. To add it as a dependency, run the following command:
npm install helpscout-mailbox-api
There are two primary ways to authenticate to the Help Scout Mailbox 2.0 API:
- The OAuth2 flow - is used for integrations to be used by other Help Scout users.
- The Client Credentials flow - is used for internal integrations.
Regardless of the flow you chose, you will have to create an OAuth2 application in your Help Scout's account at first. Please, do it before proceeding further.
This library can help you to implement the OAuth2 flow. It allows you to generate an authorization URI, swap a code for tokens, refresh them when they are expired and many more.
At first, you need to create an instance of the HelpScout
class. authenticationFlow
has to be set to 'OAuth2'
:
const HelpScout = require('helpscout-mailbox-api');
const helpscout = new HelpScout({
clientId: 'your_client_id',
clientSecret: 'your_client_secret',
authenticationFlow: 'OAuth2'
});
After creating an instance you can generate an authorization URI where a user should be redirected to authorize your application:
const authorizeUri = helpscout.generateAuthorizationUri();
The function above will return a Help Scout authorization URI with your client ID appended as a query parameter. You should redirect your user to this URI. It will look like:
https://secure.helpscout.net/authentication/authorizeClientApplication?client_id=your_client_id
You can also pass a state
as a parameter:
const authorizeUri = helpscout.generateAuthorizationUri('your_secret');
In this case, you will get:
https://secure.helpscout.net/authentication/authorizeClientApplication?client_id=your_client_id&state=your_secret
After a user authorizes your application, Help Scout will redirect him/her back to a redirection URL that is defined in your app. A URI will contain a code
query parameter and optionally a state
parameter if it was passed earlier.
To get access and refresh tokens you should:
const tokens = await helpscout.getTokens(code);
You have to save these tokens somewhere in your database. You will need them later during setting the credentials. The tokens retrieved via the OAuth2 flow have to be saved in order to complete the flow successfully. Keep in mind that you have to refresh the tokens when they are expired. Fortunately, the library does it for you out of the box. Read more about how refreshing tokens works here.
This library can help you to implement the Client Credentials flow. It is much easier than the previous flow since it requires only a few simple steps.
At first, you need to create an instance of the HelpScout
class. authenticationFlow
has to be set to 'clientCredentials'
:
const HelpScout = require('helpscout-mailbox-api');
const helpscout = new HelpScout({
clientId: 'your_application_id',
clientSecret: 'your_application_secret',
authenticationFlow: 'clientCredentials'
});
After creating an instance you can get an access token:
const tokens = await helpscout.getTokens();
It would be better to save an access token in your database as well, but it is not required. The Help Scout documentation says:
This token is valid for 2 days and you should create a new one only after the existing token expires.
Frankly speaking, I tried to generate an access token using this flow a few times in a row and everything worked well. Maybe, Help Scout won't allow us to generate the new access token until the previous one expired in the future. In this case, you will have to save it.
However, I advise you to save an access token and replace the old one with the new one. It is more about security. It is better to have only one valid access token at a time and refresh it when it is expired rather than having dozens or even hundreds of valid access tokens. Read more about how refreshing tokens works here.
You do not need to refresh tokens by yourself because the library does it for you under the hood. You should always store the latest tokens, and in order to do that the library is emitting a tokens
event each time, it refreshes them.
Keep in mind that you have to listen to this event if you use OAuth2 flow. If the tokens were refreshed and you did not replace the old tokens with the new ones, your OAuth2 flow will be broken since you have the old tokens and the old refresh token won't be longer valid because it has been already used. So, the library won't be able to refresh the tokens using the old refresh token. It is not the library's limitations, it is how the OAuth2 flow works.
helpscout.on('tokens', tokens => {
// Save the new tokens somewhere in your database and use them next time.
});
The library refreshes tokens for both authentication flows. You do not need to run helpscout.setCredentials(tokens)
with these new tokens. The library replaces them under the hood.
When you got your tokens either using OAuth2 or Client Credentials flow, you should set credentials on the client in order to start using it.
helpscout.setCredentials(tokens);
From this point, you can start using the library. Please, see the list of available methods below.
The library uses Axios to make requests. If you need to update Axios options you can use this method:
helpscout.updateRequestOptions({
// pass any new options here.
});
Please, update the Axios options only in case if you know what you are doing. Be aware that Axios baseUrl
option can not be updated.
Each method returns a Promise. So, you are free to use promises or async/await styles. The library does not support a callback style at the moment. If you really need it, please create a feature request and I will see what I can do.
A promise resolves with an Axios response schema and rejects with an Axios error schema.
In all the methods below, a params
parameter is optional.
The following methods are available on the helpscout.conversations
object: create
, delete
, get
, list
, update
.
helpscout.conversations.create(data);
helpscout.conversations.delete(conversationId);
helpscout.conversations.get(conversationId, params);
helpscout.conversations.list(params);
helpscout.conversations.update(conversationId, data);
The following methods are available on the helpscout.conversations.attachments
object: delete
, getData
, upload
.
helpscout.conversations.attachments.delete(conversationId, attachmentId);
helpscout.conversations.attachments.getData(conversationId, attachmentId);
helpscout.conversations.attachments.upload(conversationId, attachmentId, data);
The following methods are available on the helpscout.conversations.customFields
object: update
.
helpscout.conversations.customFields.update(conversationId, data);
The following methods are available on the helpscout.conversations.tags
object: update
.
helpscout.conversations.tags.update(conversationId, data);
The following methods are available on the helpscout.conversations.threads
object: createChat
, createCustomer
, createNote
, createPhone
, createReply
, get
, list
, update
.
helpscout.conversations.threads.createChat(conversationId, data);
helpscout.conversations.threads.createCustomer(conversationId, data);
helpscout.conversations.threads.createNote(conversationId, data);
helpscout.conversations.threads.createPhone(conversationId, data);
helpscout.conversations.threads.createReply(conversationId, data);
helpscout.conversations.threads.get(onversationId, threadId);
helpscout.conversations.threads.list(conversationId, params);
helpscout.conversations.threads.update(conversationId, threadId, data);
The following methods are available on the helpscout.customerProperties
object: list
.
helpscout.customerProperties.list(params);
The following methods are available on the helpscout.customers
object: create
, get
, list
, overwrite
, update
.
helpscout.customers.create(data);
helpscout.customers.get(customerId, params);
helpscout.customers.list(params);
helpscout.customers.overwrite(customerId, data);
helpscout.customers.update(customerId, data);
The following methods are available on the helpscout.customers.addresses
object: create
, delete
, get
, update
.
helpscout.customers.addresses.create(customerId, data);
helpscout.customers.addresses.delete(customerId);
helpscout.customers.addresses.get(customerId);
helpscout.customers.addresses.update(customerId, data);
The following methods are available on the helpscout.customers.chatHandles
object: create
, delete
, list
, update
.
helpscout.customers.chatHandles.create(customerId, data);
helpscout.customers.chatHandles.delete(customerId, chatId);
helpscout.customers.chatHandles.list(customerId, params);
helpscout.customers.chatHandles.update(customerId, chatId, data);
The following methods are available on the helpscout.customers.emails
object: create
, delete
, list
, update
.
helpscout.customers.emails.create(customerId, data);
helpscout.customers.emails.delete(customerId, emailId);
helpscout.customers.emails.list(customerId, params);
helpscout.customers.emails.update(customerId, emailId, data);
The following methods are available on the helpscout.customers.phones
object: create
, delete
, list
, update
.
helpscout.customers.phones.create(customerId, data);
helpscout.customers.phones.delete(customerId, phoneId);
helpscout.customers.phones.list(customerId, params);
helpscout.customers.phones.update(customerId, phoneId, data);
The following methods are available on the helpscout.customers.properties
object: update
.
helpscout.customers.properties.update(customerId, data);
The following methods are available on the helpscout.customers.socialProfiles
object: create
, delete
, list
, update
.
helpscout.customers.socialProfiles.create(customerId, data);
helpscout.customers.socialProfiles.delete(customerId, socialProfileId);
helpscout.customers.socialProfiles.list(customerId, params);
helpscout.customers.socialProfiles.update(customerId, socialProfileId, data);
The following methods are available on the helpscout.customers.websites
object: create
, delete
, list
, update
.
helpscout.customers.websites.create(customerId, data);
helpscout.customers.websites.delete(customerId, websiteId);
helpscout.customers.websites.list(customerId, params);
helpscout.customers.websites.update(customerId, websiteId, data);
The following methods are available on the helpscout.mailboxes
object: get
, list
.
helpscout.mailboxes.get(mailboxId);
helpscout.mailboxes.list(params);
The following methods are available on the helpscout.mailboxes.customFields
object: list
.
helpscout.mailboxes.customFields.list(mailboxId, params);
The following methods are available on the helpscout.mailboxes.folders
object: list
.
helpscout.mailboxes.folders.list(mailboxId, params);
The following methods are available on the helpscout.ratings
object: get
.
helpscout.ratings.get(ratingId);
The following methods are available on the helpscout.reports
object: getChatReport
, getEmailReport
, getPhoneReport
.
helpscout.reports.getChatReport(params);
helpscout.reports.getEmailReport(params);
helpscout.reports.getPhoneReport(params);
The following methods are available on the helpscout.reports.company
object: getOverallReport
, getCustomersHelpedReport
, getDrilldownReport
.
helpscout.reports.company.getOverallReport(params);
helpscout.reports.company.getCustomersHelpedReport(params);
helpscout.reports.company.getDrilldownReport(params);
The following methods are available on the helpscout.reports.conversation
object: getOverallReport
, getVolumesByChannelReport
, getBusiesTimeOfDayReport
, getDrilldownReport
, getDrilldownByFieldReport
, getNewConversationsReport
, getNewConversationsDrilldownReport
, getReceivedMessagesReport
.
helpscout.reports.conversation.getOverallReport(params);
helpscout.reports.conversation.getVolumesByChannelReport(params);
helpscout.reports.conversation.getBusiesTimeOfDayReport(params);
helpscout.reports.conversation.getDrilldownReport(params);
helpscout.reports.conversation.getDrilldownByFieldReport(params);
helpscout.reports.conversation.getNewConversationsReport(params);
helpscout.reports.conversation.getNewConversationsDrilldownReport(params);
helpscout.reports.conversation.getReceivedMessagesReport(params);
The following methods are available on the helpscout.reports.docs
object: getOverallReport
.
helpscout.reports.docs.getOverallReport(params);
The following methods are available on the helpscout.reports.happiness
object: getOverallReport
, getRatingsReport
.
helpscout.reports.happiness.getOverallReport(params);
helpscout.reports.happiness.getRatingsReport(params);)
The following methods are available on the helpscout.reports.productivity
object: getOverallReport
, getFirstResponseTimeReport
, getRepliesSentReport
, getResolutionTimeReport
, getResolvedReport
, getResponseTimeReport
.
helpscout.reports.productivity.getOverallReport(params);
helpscout.reports.productivity.getFirstResponseTimeReport(params);
helpscout.reports.productivity.getRepliesSentReport(params);
helpscout.reports.productivity.getResolutionTimeReport(params);
helpscout.reports.productivity.getResolvedReport(params);
helpscout.reports.productivity.getResponseTimeReport(params);
The following methods are available on the helpscout.reports.user
object: getOverallReport
, getConversationHistoryReport
, getCustomersHelpedReport
, getDrilldownReport
, getHappinessReport
, getHappinessDrilldownReport
, getRepliesReport
, getResolutionsReport
.
helpscout.reports.user.getOverallReport(params);
helpscout.reports.user.getConversationHistoryReport(params);
helpscout.reports.user.getCustomersHelpedReport(params);
helpscout.reports.user.getDrilldownReport(params);
helpscout.reports.user.getHappinessReport(params);
helpscout.reports.user.getHappinessDrilldownReport(params);
helpscout.reports.user.getRepliesReport(params);
helpscout.reports.user.getResolutionsReport(params);
The following methods are available on the helpscout.tags
object: list
.
helpscout.tags.list(params);
The following methods are available on the helpscout.teams
object: list
.
helpscout.teams.list(params);
The following methods are available on the helpscout.teams.teamMembers
object: list
.
helpscout.teams.teamMembers.list(teamId, params);
The following methods are available on the helpscout.users
object: get
, list
, me
.
helpscout.users.get(userId);
helpscout.users.list(params);
helpscout.users.me();
The following methods are available on the helpscout.webhooks
object: create
, delete
, get
, list
, update
.
helpscout.webhooks.create(data);
helpscout.webhooks.delete(webhookId);
helpscout.webhooks.get(webhookId);
helpscout.webhooks.list(params);
helpscout.webhooks.update(webhookId, data);
The following methods are available on the helpscout.workflows
object: list
, runManual
, update
.
helpscout.workflows.list(params);
helpscout.workflows.runManual(workflowId, data);
helpscout.workflows.update(workflowId, data);
The client exposes a useful method for getting the next page's results:
const firstPageResults = await helpscout.conversations.list();
const { _embedded, _links, page } = firstPageResults;
if (_links.next) {
const secondPageResults = await helpscout.nextPage(_links);
}
You can write a recursion function to get, for example, all the conversations or customers using this method.
The library uses the great Bottleneck library in order to implement a Help Scout rate-limiting policy.
Requests are limited to 400 requests per minute per account. All users associated with the same account count against the same minute rate limit. Response code 429 is returned when the throttle limit has been reached. Write requests (
POST
,PUT
,DELETE
,PATCH
) count as 2 requests toward the rate limit._
This means that we can make 400 GET
or only 200 write requests per minute, or 300 GET
and 50 write ones. I hope you got the idea.
The default Bottleneck options are:
{
maxConcurrent: 2,
minTime: 125,
reservoir: 400,
reservoirRefreshAmount: 400,
reservoirRefreshInterval: 60 * 1000
}
The library uses weight
of 2 as a job option for write requests (POST
, PUT
, DELETE
, PATCH
) since Help Scout counts them as 2 requests toward the rate limit.
You can update the Bottleneck options using this method:
helpscout.updateBottleneckOptions({
// pass any new options here.
});
Under the hood, the library will execute the Bottleneck updateSettings
method. Please, update the Bottleneck options only in case if you know what you are doing.