Integrate Livespace with Helpwise
Send information between Livespace and Helpwise automatically, without writing any code, using Zoho Flow.
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Send out a welcome email with Helpwise once a new company is created in Livespace
Introduce your business to new clients with an informative welcome email. This flow will send out a welcome email via Helpwise for new companies created in Livespace.
How it works
- The flow triggers when a new company is created in Livespace.
- Zoho Flow sends an email to the specified customer in Helpwise.
Send out a welcome email with Helpwise once a new company is created in Livespace
Livespace + Helpwise
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Supported triggers and actions
Integrate Livespace and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Add deal note
Adds a note to the specified deal
Create company
Creates a new company
Create person
Creates a new person
Add company note
Adds a note to the specified company
Add person note
Adds a note to the specified person
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Fetch deal
Fetches the details of an existing deal
Fetch company
Fetches the details of an existing company
Fetch person
Fetches the details of an existing person
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 Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
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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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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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