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
  1. The flow triggers when a new account is created in Flowlu.
  2. Zoho Flow sends an email to the specified customer in Helpwise.
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Send a welcome email using Helpwise when a new company is created in Flowlu

Flowlu + Helpwise

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Connect Flowlu and Helpwise with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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 account

Creates a new account

Create sales opportunity

Creates a new sales opportunity

Create task

Creates a new task

Create invoice

Creates a new invoice

Create project

Creates a new project

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 sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch project

Fetches the details of an existing project by project ID

Fetch account

Fetches the details of an existing account by account ID

Fetch task

Fetches the details of an existing task by task ID

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 Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

Accounting 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.

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Logic

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

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Custom functions

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

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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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