Integrate Kizen with Helpwise

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

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

Quickly welcome your new clients with a tailored automated welcome email. This flow will dispatch a welcome email through Helpwise for newly created companies in Kizen.

How it works
  1. The flow triggers when a new company is added in Kizen.
  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 Kizen

Kizen + Helpwise

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Supported triggers and actions

Integrate Kizen and Helpwise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company added

Triggers when a new company is added

Deal created

Triggers when a new deal is created

Form submission made

Triggers when a new submission is received for an existing form

Contact added

Triggers when a new contact is added

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

Update company

Updates the details of an existing company

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Fetch company

Fetches the details of an existing company

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

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 Kizen?

Kizen is a cloud-based CRM suite for small and midsize businesses. It offers features such as contact and lead management, form automation, email syncing, business intelligence, 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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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