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
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.
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
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.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
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
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CEO, Fabricroot
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
