Connect Helpwise and Guidebook to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Helpwise
Choose an Action
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
New Custom List Item(s)
Trigger when a new custom list item(s) created
New Session
Trigger when a new session is created.
Do thisActions
Action is the task that follows automatically within your Helpwise integrations.
Assign Conversation
Assign Conversation to User
Add Note
Adds a Note in the Conversation
Create Contact
Create your contact in Helpwise from your favorite app.
Update a Guide
Update an existing guide
Create a Custom List Item
Creates a Custom List Item for your Guide.
Create a Custom List
Creates a custom list on your guide.
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Frequently Asked Questions
To start, connect both your Helpwise and Guidebook accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpwise triggers actions in Guidebook (or vice versa).
Absolutely. You can customize how Helpwise data is recorded in Guidebook. This includes choosing which data fields go into which fields of Guidebook, setting up custom formats, and filtering out unwanted information.
The data sync between Helpwise and Guidebook typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Helpwise and Guidebook. 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.
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 MoreAbout Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
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