Integrate Flowlu with Helpwise

Send information between Flowlu 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 Flowlu

Introduce your business to new clients with an informative welcome email. This flow will generate a welcome email using Helpwise for every new company created within Flowlu.

How it works
  1. The flow triggers when a new account is created in Flowlu.
  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 Flowlu

Flowlu + Helpwise

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Supported triggers and actions

Integrate Flowlu and Helpwise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Account created

Triggers when a new account is created

Issue created

Triggers when a new issue is created

Sales opportunity created

Triggers when a new sales opportunity is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Invoice paid

Triggers when an invoice payment is made

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create task

Creates a new task

Create sales opportunity

Creates a new sales opportunity

Create project

Creates a new project

Create invoice

Creates a new invoice

Update sales opportunity

Updates the details of an existing sales opportunity

Update project

Updates the details of an existing project

Update account

Updates the details of an existing account

Update task

Updates the details of an existing task

Fetch account

Fetches the details of an existing account by account ID

Fetch project

Fetches the details of an existing project by project ID

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch task

Fetches the details of an existing task by task ID

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 Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

Accounting 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 >

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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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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