Integrate CATS with Helpwise

Send information between CATS and Helpwise automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Send a welcome email using Helpwise when a new company is created in CATS

Quickly welcome your new clients with a tailored automated welcome email. This flow will send a welcome email via Helpwise to new companies created in CATS.

How it works
  1. The flow triggers when a new company is created in CATS.
  2. Zoho Flow sends an email to the specified customer in Helpwise.
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Send a welcome email using Helpwise when a new company is created in CATS

CATS + Helpwise

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Create a new contact is in Helpwise each time a new contact is created in CATS

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Helpwise whenever a new contact is created in CATS.

How it works
  1. The flow triggers when a new contact is created in CATS.
  2. Zoho Flow creates a new contact in Helpwise.
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Create a new contact is in Helpwise each time a new contact is created in CATS

CATS + Helpwise

Build your own integrations between CATS and Helpwise

Connect CATS and Helpwise with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate CATS and Helpwise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity created

Triggers when a new activity is created

User created

Triggers when a new user is created

Contact created

Triggers when a new contact is created

Pipeline added

Triggers when a new candidate is added to a job

Candidate created

Triggers when a new candidate is created

Company created

Triggers when a new company is created

Job created

Triggers when a new job is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create task

Creates a new task

Create candidate

Creates a new candidate

Create company

Creates a new company

Create job

Creates a new job

Fetch contact

Fetches the details of an existing contact

Fetch candidate

Fetches the details of an existing candidate

Fetch company

Fetches the details of an existing company

Fetch job

Fetches the details of an existing job

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 CATS?

CATS is an applicant tracking application that lets recruiters source, engage, and manage candidates. It provides features such as meeting scheduling, custom hiring workflows, sponsored job postings, and more.

CRM

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.

Email Team Collaboration

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 >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

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

Siddharth Ahuja

CEO, Fabricroot

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