Connect folio and Helpwise to Build Intelligent Automations

Choose a Trigger

folio

When this happens...

Choose an Action

Helpwise

Automatically do this!

Enable Integrations or automations with these events of folio and Helpwise

Enable Integrations or automations with these events of folio and Helpwise

Actions

Assign Conversation

Assign Conversation

Assign Conversation to User

Add Note

Add Note

Adds a Note in the Conversation

Create Contact

Create Contact

Create your contact in Helpwise from your favorite app.

Request a new Action for folio

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Frequently Asked Questions

How do I start an integration between folio and Helpwise?

To start, connect both your folio and Helpwise accounts to viaSocket. Once connected, you can set up a workflow where an event in folio triggers actions in Helpwise (or vice versa).

Can we customize how data from folio is recorded in Helpwise?

Absolutely. You can customize how folio data is recorded in Helpwise. This includes choosing which data fields go into which fields of Helpwise, setting up custom formats, and filtering out unwanted information.

How often does the data sync between folio and Helpwise?

The data sync between folio and Helpwise typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from folio to Helpwise?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between folio and Helpwise?

Yes, you can set conditional logic to control the flow of data between folio and Helpwise. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

folio

About folio

Folio is the all-in-one demo creation tool that can help cover all of your product storytelling needs.

Learn More
Helpwise

About Helpwise

Helpwise is a collaborative shared inbox platform designed to streamline team communication and enhance customer support. It allows teams to manage emails, SMS, WhatsApp, and other communication channels from a single interface, improving efficiency and response times.

Learn More