Integrate Outseta with Helpwise
Send information between Outseta 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 Outseta
Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will generate a welcome email using Helpwise for every new company created within Outseta.
How it works
- The flow triggers when a new account is added in Outseta.
- 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 Outseta
Outseta + Helpwise
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Supported triggers and actions
Integrate Outseta and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account created
Triggers when a new account is added
Case created
Triggers when a new case created
Person created
Triggers when a new person is added
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create case
Creates a new case
Create account
Creates a new account with a new person
Create deal
Creates a new deal
Create person
Creates a new person
Update deal
Updates the details of an existing deal
Fetch people details
Fetches the details of the specified people
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 Outseta?
Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.
Similar apps
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.
Similar apps
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 >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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
