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.

Send email

Sends an email to the specified customer

Send SMS

Sends an SMS message to the specified customer

Send WhatsApp message

Sends a WhatsApp message to the specified customer

Create contact

Creates a new contact

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.

Customer Support

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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Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.

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Business Controller & Process Transformation Manager, LMDP (La Maison des parents d’enfants handicapés)

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Graham Todd

Director of Operations and Sales, Zecomy

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