Integrate Helpwise with Forecast

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

Build your own integrations between Helpwise and Forecast

Connect Helpwise and Forecast with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Helpwise and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

New client

Triggers when a new client is created

New task

Triggers when a new card is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New person

Triggers when a new person is added

New time entry

Triggers when a new time entry is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New project

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Send WhatsApp message

Sends a WhatsApp message to the specified customer

Send SMS

Sends an SMS message to the specified customer

Send email

Sends an email to the specified customer

Create project

Creates a new project

Create time registration

Creates a new time registration

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Create subtask

Creates a new sub task/to-do

Add person

Adds a new person

Create client

Creates a new client

Create task

Creates a new task

Create label

Creates a new label

Fetch label

Fetches an existing label by name

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

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

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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Technical Engineer, Master Liveaboards

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