Integrate Livespace with Helpwise

Send information between Livespace 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 Livespace

Introduce your business to new clients with an informative welcome email. This flow will send out a welcome email via Helpwise for new companies created in Livespace.

How it works
  1. The flow triggers when a new company is created in Livespace.
  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 Livespace

Livespace + Helpwise

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Supported triggers and actions

Integrate Livespace and Helpwise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Person created

Triggers when a new person is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create person

Creates a new person

Create deal

Creates a new deal

Create task

Creates a new task

Add deal note

Adds a note to the specified deal

Create company

Creates a new company

Add company note

Adds a note to the specified company

Add person note

Adds a note to the specified person

Update person

Updates the details of an existing person

Update deal

Updates the details of an existing deal

Update company

Updates the details of an existing company

Fetch person

Fetches the details of an existing person

Fetch deal

Fetches the details of an existing deal

Fetch company

Fetches the details of an existing company

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 Livespace?

Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.

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.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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