Connect Helpwise and Custom Views to Build Intelligent Automations

Choose a Trigger

Helpwise

When this happens...

Choose an Action

Custom Views

Automatically do this!

Enable Integrations or automations with these events of Helpwise and Custom Views

Enable Integrations or automations with these events of Helpwise and Custom Views

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 Helpwise

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Frequently Asked Questions

How do I start an integration between Helpwise and Custom Views?

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

Can we customize how data from Helpwise is recorded in Custom Views?

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

How often does the data sync between Helpwise and Custom Views?

The data sync between Helpwise and Custom Views 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 Helpwise to Custom Views?

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 Helpwise and Custom Views?

Yes, you can set conditional logic to control the flow of data between Helpwise and Custom Views. 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.

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.

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Custom Views

About Custom Views

Custom Views allows users to personalize how data, dashboards, and workflows are displayed. It enables filtering, sorting, and creating role-based or task-specific views for improved productivity. By tailoring interfaces to individual or team needs, Custom Views helps organizations boost efficiency, collaboration, and decision-making.

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