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
  1. The flow triggers when a new company is created in Firmao.
  2. Zoho Flow sends an email to the specified customer in Helpwise.
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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

Product created

Triggers when a new product is created

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

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Fetch product

Fetches the details of an existing product. Optionally creates a new product if it doesn't exist.

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

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 Firmao?

Firmao is an online business management software that includes CRM, integrated VoIP, task and project management, and more.

CRM

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

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 has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.

Ramakrishna Karolla

Founder and CEO, Innoliving

We’ve been able to bring our best-practice process visions to life. Flow isn’t just an integration tool—it’s the backbone of how we scale.

Melanie Murphy

Zoho Systems Administrator, Revenue Ranch

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.

Mattias Johansson

CEO, Blazesoft

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