Integrate Outseta with Helpwise

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

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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
  1. The flow triggers when a new account is added in Outseta.
  2. Zoho Flow sends an email to the specified customer in Helpwise.
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Send out a welcome email with Helpwise once a new company is created in Outseta

Outseta + Helpwise

Build your own integrations between Outseta and 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.

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 >

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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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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