Integrate Nutshell with Helpwise

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

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Trigger a welcome email through Helpwise when a new company is added in Nutshell

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 Nutshell.

How it works
  1. The flow triggers when a new company is created in Nutshell.
  2. Zoho Flow sends an email to the specified customer in Helpwise.
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Trigger a welcome email through Helpwise when a new company is added in Nutshell

Nutshell + Helpwise

Build your own integrations between Nutshell and Helpwise

Connect Nutshell 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 Nutshell and Helpwise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead won

Triggers when a new lead is won

Person created

Triggers when a new person is created

Activity created

Triggers when a new activity is created

Lead added

Triggers when a new lead is added

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create person

Creates a new person

Create company

Creates a new company

Fetch lead

Fetches the details of an existing lead by email address of associated contact

Fetch person by id

Fetches the details of an existing person by id

Fetch account by ID

Fetches the details of an existing account by id

Fetch account by name

Fetches the details of an existing account by name

Fetch person by email

Fetches the details of an existing person by email address

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 Nutshell?

Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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

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

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

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