Integrate Helpwise with Forecast
Send information between Helpwise and Forecast automatically, without writing any code, using Zoho Flow.
Build your own integrations between Helpwise and Forecast
Connect Helpwise and Forecast with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Helpwise and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Send WhatsApp message
Sends a WhatsApp message to the specified customer
Send SMS
Sends an SMS message to the specified customer
Send email
Sends an email to the specified customer
Create project
Creates a new project
Create time registration
Creates a new time registration
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Add person
Adds a new person
Create client
Creates a new client
Create task
Creates a new task
Create label
Creates a new label
Fetch label
Fetches an existing label by name
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.
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
Similar apps
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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Sales Director, Artico
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
