Integrate Bexio with Helpwise
Send information between Bexio and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send out a welcome email with Helpwise once a new company is created in Bexio
Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through Helpwise for newly created companies in Bexio.
How it works
- The flow triggers when a company is added or updated in Bexio.
- Zoho Flow sends an email to the specified customer in Helpwise.
Send out a welcome email with Helpwise once a new company is created in Bexio
Bexio + Helpwise
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Supported triggers and actions
Integrate Bexio and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sales invoice created or updated
Triggers when a sales invoice is created or updated with the selected status
Person added or updated
Triggers when a person is added or updated
Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
Company created or updated
Triggers when a company is added or updated
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Find person
Finds the details of the specified person
Update company
Updates the details of the specified company
Find product
Finds the details of an existing product by name
Find company
Finds the details of the specified company
Update person
Updates the details of the specified person
Find country
Find the details of the specified country
Create contact relation
Links a sub contact to a parent contact
Create person
Creates a new person
Find user
Find the details of the specified user by email or user ID
Find salutation title
Find the details of an existing salutation title
Find currency
Finds a currency by name or ID
Find salutation form
Find the details of an existing salutation form
Find language
Finds the details of an existing language
Find project
Finds the details of an existing project
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 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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
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
