Integrate Nutshell with Helpwise
Send information between Nutshell and Helpwise automatically, without writing any code, using Zoho Flow.
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Trigger a welcome email through Helpwise when a new company is added in Nutshell
Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through Helpwise for newly created companies in Nutshell.
How it works
- The flow triggers when a new company is created in Nutshell.
- Zoho Flow sends an email to the specified customer in Helpwise.
Trigger a welcome email through Helpwise when a new company is added in Nutshell
Nutshell + Helpwise
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Supported triggers and actions
Integrate Nutshell and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Lead added
Triggers when a new lead is added
Person created
Triggers when a new person is created
Lead won
Triggers when a new lead is won
Activity created
Triggers when a new activity 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 lead
Creates a new lead
Create company
Creates a new company
Fetch person by id
Fetches the details of an existing person by id
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch account by name
Fetches the details of an existing account by name
Fetch account by ID
Fetches the details of an existing account by id
Fetch person by email
Fetches the details of an existing person by email address
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 Nutshell?
Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.
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.
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 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
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CEO, OpIndia
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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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.
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