Integrate Firmao with Helpwise
Send information between Firmao 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 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
Company created
Triggers when a new company is created
Project created
Triggers when a new project 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
Fetch company
Fetches the details of an existing company. Optionally creates a new company if it doesn't exist.
Create project
Creates a new project
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.
Send SMS
Sends an SMS message to the specified customer
Send email
Sends an email to the specified customer
Create contact
Creates a new contact
Send WhatsApp message
Sends a WhatsApp message to the specified customer
What is Firmao?
Firmao is an online business management software that includes CRM, integrated VoIP, task and project management, 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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