Integrate HelpCrunch with Zoho Writer
Send information between HelpCrunch and Zoho Writer automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate HelpCrunch and Zoho Writer using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
Document created in Zoho Docs
Triggers when a new document is created in Zoho Docs
Document created in WorkDrive
Triggers when a new document is created in the selected WorkDrive
Document created and moved to folder
Triggers when a new document is created and moved to the selected folder
Document edited
Triggers when an existing document is edited
All Actions - Actions are the automated tasks
Add customer
Adds a new customer
Update customer
Updates the details of an existing customer
Fetch customer
Fetches the details of an existing customer
Upload document
Uploads the selected document and optionally to the selected folder
Merge and sign document
Creates a merged document with the selected template and signs it
Merge and email document
Creates a merged document with the selected template and sends it through email
Merge document and invoke function
Creates a merge document with the selected template and invokes the function associated with it
Merge and email document - WorkDrive
Creates a merged documents with the selected template and sends it through email
Create document
Creates a new document with the given text
Send document for signature
Sends the specified document for electronic signature
Merge and store document
Creates a merged document with the selected template and stores it
Merge and store document - WorkDrive
Creates a merged document with selected template and stores it in WorkDrive
Mark or unmark final status
Marks or unmarks the status of the specified document as final
Lock or unlock document
Locks or unlocks the specified document
Mark or unmark favorite
Marks or unmarks the specified document as favorite
Mark file as completed
Marks the specified document as completed
What is HelpCrunch?
HelpCrunch is a communication platform for customer service and sales that provides live chat, in-app messenger, ticketing, and email automation.
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What is Zoho Writer?
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
