Integrate Teamleader with Helpwise
Send information between Teamleader 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 Teamleader
Quickly welcome your new clients with a tailored automated welcome email. This flow will generate a welcome email using Helpwise for every new company created within Teamleader.
How it works
- The flow triggers when a new company is added in Teamleader.
- Zoho Flow sends an email to the specified customer in Helpwise.
Trigger a welcome email through Helpwise when a new company is added in Teamleader
Teamleader + Helpwise
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Supported triggers and actions
Integrate Teamleader and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact added
Triggers when a new contact is added
Invoice booked
Triggers when an invoice is booked
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Product created
Triggers when a new product is created
Company created
Triggers when a new company is added
Time tracking created
Triggers when a new time tracking is created
Invoice paid
Triggers when an invoice is paid
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Create project
Creates a new project
Link contact to company
Links a contact to the specified company
Create contact
Creates a new contact
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch company
Fetches a company by ID
Fetch contact
Fetches a contact 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 Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
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.
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