Integrate Helpwise with Cloze
Send information between Helpwise and Cloze automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Helpwise and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Person changed
Triggers when a person is changed
Company changed
Triggers when a company is changed
Project changed
Triggers when a project is changed
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Send WhatsApp message
Sends a WhatsApp message to the specified customer
Send SMS
Sends an SMS message to the specified customer
Send email
Sends an email to the specified customer
Create note
Creates or updates a note
Create or update project
Creates or updates a project
Create or update company
Creates a company. If it already exists, updates the details of the company.
Create timeline event
Creates a new timeline event
Create communication
Creates a new communication record
Create ToDo
Creates a new ToDo
Create or update person
Creates a person. If the record already exists, updates the details of that person.
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
What is Cloze?
Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.
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