Integrate Flowlu with Helpwise
Send information between Flowlu and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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 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.
Similar apps
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.
Similar apps
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Logic
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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
Owain ap Rees
Sales Director, Artico
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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
