Integrate Nutshell with Helpwise
Send information between Nutshell and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
Person created
Triggers when a new person is created
Lead won
Triggers when a new lead is won
Company created
Triggers when a new company is created
Lead added
Triggers when a new lead is added
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 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
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 person by id
Fetches the details of an existing person by id
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has been a game-changer for us, streamlining our communication and saving us from laborious manual work. The time saved is now used to enhance our customer experience.
Briana Moriarty
Head of HR and Operations, Roofing solutions company (Moriarty's Roofing)
After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.
Yaniv David
Ecommerce Business Operations Manager, Barings Law
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.
Greg Szabo
Operations Manager, Revenue Ranch
