Connect Helpwise and Microsoft Viva Goals to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Helpwise
Choose an Action
Automatically do this!
- Request a new Action for Microsoft Viva Goals
Enable Integrations or automations with these events of Helpwise and Microsoft Viva Goals
Enable Integrations or automations with these events of Helpwise and Microsoft Viva Goals
Actions
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.
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Frequently Asked Questions
To start, connect both your Helpwise and Microsoft Viva Goals accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpwise triggers actions in Microsoft Viva Goals (or vice versa).
Absolutely. You can customize how Helpwise data is recorded in Microsoft Viva Goals. This includes choosing which data fields go into which fields of Microsoft Viva Goals, setting up custom formats, and filtering out unwanted information.
The data sync between Helpwise and Microsoft Viva Goals 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 Microsoft Viva Goals. 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 Microsoft Viva Goals
Microsoft Viva Goals is a goal-setting and OKR management solution that aligns teams to your organization’s priorities, driving results and a thriving business.
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