Integrate Firmao with Helpwise
Send information between Firmao 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 Firmao
Introduce your business to new clients with an informative welcome email. This flow will send a welcome email via Helpwise to new companies created in Firmao.
How it works
- The flow triggers when a new company is created in Firmao.
- Zoho Flow sends an email to the specified customer in Helpwise.
Send a welcome email using Helpwise when a new company is created in Firmao
Firmao + Helpwise
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Supported triggers and actions
Integrate Firmao and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Product created
Triggers when a new product is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Fetch product
Fetches the details of an existing product. Optionally creates a new product if it doesn't exist.
Create project
Creates a new project
Fetch company
Fetches the details of an existing company. Optionally creates a new company if it doesn't exist.
Send email
Sends an email to the specified customer
Create contact
Creates a new contact
Send SMS
Sends an SMS message to the specified customer
Send WhatsApp message
Sends a WhatsApp message to the specified customer
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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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
