Integrate EvaluAgent with Helpwise

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

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Create a new contact in Helpwise whenever a new contact is created in EvaluAgent

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Helpwise whenever a new contact is added in EvaluAgent.

How it works
  1. The flow triggers when a new contact is created in EvaluAgent.
  2. Zoho Flow creates a new contact in Helpwise.
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Create a new contact in Helpwise whenever a new contact is created in EvaluAgent

EvaluAgent + Helpwise

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Supported triggers and actions

Integrate EvaluAgent and Helpwise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Evaluation created

Triggers when a new evaluation is added

Contact created

Triggers when a new contact 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 user

Adds a new user

Update user

Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.

Create contact

Creates a new contact

Send email

Sends an email to the specified customer

Send WhatsApp message

Sends a WhatsApp message to the specified customer

Send SMS

Sends an SMS message to the specified customer

What is EvaluAgent?

EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.

Customer Support

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 >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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