Integrate Flowlu with Helpwise
Send information between Flowlu and Helpwise automatically, without writing any code, using Zoho Flow.
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Send a welcome email using Helpwise when a new company is created in Flowlu
Introduce your business to new clients with an informative welcome email. This flow will generate a welcome email using Helpwise for every new company created within Flowlu.
How it works
- The flow triggers when a new account is created in Flowlu.
- Zoho Flow sends an email to the specified customer in Helpwise.
Send a welcome email using Helpwise when a new company is created in Flowlu
Flowlu + Helpwise
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Supported triggers and actions
Integrate Flowlu and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sales opportunity created
Triggers when a new sales opportunity is created
Issue created
Triggers when a new issue is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Account created
Triggers when a new account is created
Invoice paid
Triggers when an invoice payment is made
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create invoice
Creates a new invoice
Create project
Creates a new project
Create account
Creates a new account
Create sales opportunity
Creates a new sales opportunity
Update project
Updates the details of an existing project
Update sales opportunity
Updates the details of an existing sales opportunity
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Fetch account
Fetches the details of an existing account by account ID
Fetch task
Fetches the details of an existing task by task ID
Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID
Fetch project
Fetches the details of an existing project by project ID
Create contact
Creates a new contact
Send email
Sends an email to the specified customer
Send WhatsApp message
Sends a WhatsApp message to the specified customer
Send SMS
Sends an SMS message to the specified customer
What is Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.
What is Helpwise?
Helpwise is a shared inbox & shared email platform for growing teams. It lets you easily manage and reply to customer emails without sharing email logins, track the performance of your teams, and more.
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