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
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
- The flow triggers when a new company is created in CATS.
- Zoho Flow sends an email to the specified customer in Helpwise.
Send a welcome email using Helpwise when a new company is created in CATS
CATS + Helpwise
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
- The flow triggers when a new contact is created in CATS.
- Zoho Flow creates a new contact in Helpwise.
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 800+ 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 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.
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.
Learn more >
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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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
