Integrate Agendor with Helpwise
Send information between Agendor 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 Agendor
Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will dispatch a welcome email through Helpwise for newly created companies in Agendor.
How it works
- The flow triggers when a new company is created in Agendor.
- Zoho Flow sends an email to the specified customer in Helpwise.
Trigger a welcome email through Helpwise when a new company is added in Agendor
Agendor + Helpwise
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Supported triggers and actions
Integrate Agendor and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Person created
Triggers when a new person is created
Person updated
Triggers when the details of a person is updated
Deal updated
Triggers when a the details of a deal is updated
Company created
Triggers when a new company is created
Company updated
Triggers when the details of a company is updated
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create person
Creates a person .
Create company deal
Creates a new company deal
Create person deal
Creates a person deal
Create company
Creates a new company
Update person
Updates the details of the specified person
Update deal status
Updates the status of the specified deal
Update deal
Updates the basic details of the specified deal
Update company
Updates the details of the specified company
Fetch person
Fetch the details of the specified person
Fetch company
Fetches the details of an existing company
Fetch user
Fetches the details of the specified user
Send WhatsApp message
Sends a WhatsApp message to the specified customer
Create contact
Creates a new contact
Send email
Sends an email to the specified customer
Send SMS
Sends an SMS message to the specified customer
What is Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions 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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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