Connect Helpwise and Platoforms to Build Intelligent Automations

Choose a Trigger

Helpwise

When this happens...

Choose an Action

Platoforms

Automatically do this!

Ready to use Helpwise and Platoforms automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Form Created

Form Created

Trigger when a new form is created.

Request a new Trigger for Helpwise

Do thisActions

Action is the task that follows automatically within your Helpwise integrations.

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.

Search Form

Search Form

Find the details of a form by its id.

Request a new Action for Helpwise

Need help building your workflow?

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Frequently Asked Questions

How do I start an integration between Helpwise and Platoforms?

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

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

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

How often does the data sync between Helpwise and Platoforms?

The data sync between Helpwise and Platoforms 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 Platoforms?

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 Platoforms?

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

About Platoforms

PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.

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