Integrate Holded with Helpwise

Send information between Holded and Helpwise automatically, without writing any code, using Zoho Flow.

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Add a new contact in Helpwise whenever a new contact is added in Holded

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Helpwise each time a new contact is created in Holded.

How it works
  1. The flow triggers when a new contact is created in Holded.
  2. Zoho Flow creates a new contact in Helpwise.
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Add a new contact in Helpwise whenever a new contact is added in Holded

Holded + Helpwise

Build your own integrations between Holded and Helpwise

Connect Holded and Helpwise with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Holded and Helpwise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Employee created

Triggers when a new employee is created

Sales channel created

Triggers when a new sales channel is created

Contact created

Triggers when a new contact is created

Payment created

Triggers when a new payment is created

Service created

Triggers when a new service is created

Contact group created

Triggers when a new contact group is created

Product created

Triggers when a new product is created

Warehouse created

Triggers when a new warehouse is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create task

Creates a new task

Create contact

Creates a new contact

Create warehouse

Creates a new warehouse

Create document

Creates a new document

Create employee

Creates a new employee

Create payment

Creates a new payment

Create project

Creates a new project

Create service

Creates a new service

Create sales channel

Creates a new sales channel

Create contact group

Creates a new contact group

Update warehouse

Updates the details of an existing warehouse

Update project

Updates the details of an existing project

Update document

Updates the details of an existing document

Update contact group

Updates the details of an existing contact group

Update employee

Updates the details of an existing employee

Update sales channel

Updates the details of an existing sales channel

Update contact

Updates the details of an existing contact

Update service

Updates the details of an existing service

Fetch document

Fetches the details of an existing document using ID

Fetch contact group

Fetches the details of an existing contact group using ID

Fetch product

Fetches the details of an existing product using ID

Fetch service

Fetches the details of an existing service using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch task

Fetches the details of an existing task using ID

Fetch project

Fetches the details of an existing project using ID

Fetch sales channel

Fetches the details of an existing sales channel using ID

Fetch payment

Fetches the details of an existing payment using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch warehouse

Fetches the details of an existing warehouse using 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 Holded?

Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.

CRM

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.

Email Team Collaboration

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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