Integrate Firmao with Helpwise
Send information between Firmao 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 Firmao
Introduce your business to new clients with an informative welcome email. This flow will send a welcome email via Helpwise to new companies created in Firmao.
How it works
- The flow triggers when a new company is created in Firmao.
- Zoho Flow sends an email to the specified customer in Helpwise.
Send a welcome email using Helpwise when a new company is created in Firmao
Firmao + Helpwise
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Supported triggers and actions
Integrate Firmao and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Product created
Triggers when a new product is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Fetch company
Fetches the details of an existing company. Optionally creates a new company if it doesn't exist.
Create project
Creates a new project
Fetch product
Fetches the details of an existing product. Optionally creates a new product if it doesn't exist.
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 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 the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
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Operations Manager, Syncify
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
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CEO, Alebat Education
Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.
Hugo Garcia
CEO, Roofing solutions company (Moriarty's Roofing)
