Connect Helpwise and surefire 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 surefire
Enable Integrations or automations with these events of Helpwise and surefire
Enable Integrations or automations with these events of Helpwise and surefire
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.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Helpwise and surefire accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpwise triggers actions in surefire (or vice versa).
Absolutely. You can customize how Helpwise data is recorded in surefire. This includes choosing which data fields go into which fields of surefire, setting up custom formats, and filtering out unwanted information.
The data sync between Helpwise and surefire 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 surefire. 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 surefire
Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
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