Integrate Productive with Helpwise
Send information between Productive and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Helpwise each time a new contact is created in Productive
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Helpwise each time a new contact is created in Productive.
How it works
- The flow triggers when a new contact is added in Productive.
- Zoho Flow creates a new contact in Helpwise.
Generate a new contact in Helpwise each time a new contact is created in Productive
Productive + Helpwise
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Supported triggers and actions
Integrate Productive and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Booking created
Triggers when a new booking is created
Contact created
Triggers when a new contact is added
Deal created
Triggers when a new deal is created
Contract created
Triggers when a new contract is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create contract
Creates a new contract
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create booking
Creates a new booking
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update booking
Updates the details of an existing booking
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Update deal
Updates the details of an existing deal
Update contract
Updates the details of an existing contract
Fetch contact
Fetches the details of an existing contact using ID
Fetch project
Fetches the details of an existing project using project ID
Fetch company
Fetches the details of an existing company using name
Fetch people
Fetches the details of the specified people
Fetch task
Fetches the details of an existing task using task ID
Fetch booking
Fetches the details of an existing booking using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch deal
Fetches the details of an existing deal using ID
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 Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
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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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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