Resources · Make integration

Helpwise Make integrationAutomate Helpwise with Make.

What could your shared inbox do on its own if Helpwise talked to the rest of your tools? The Helpwise Make integration gives you 17 modules: 4 triggers, 8 actions and 5 searches. This guide connects your account and walks you through a first scenario, click by click.

Try the Helpwise integration on MakeSee the 17 modules

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What you can automate

What can the Helpwise Make integration do for your team?

The integration links your Helpwise account to Make, a visual tool where you build a scenario (an automation made of modules, each one a single step). Make can spot new contacts, emails, threads and mailboxes in Helpwise, then act on them: send an email, add a note, create a contact, or fetch the details another app needs.

A support lead who never misses a new conversation. Watch Threads picks up every new thread in your mailbox, and the next module can push a summary to whatever tool your team already reads. Add Get a Thread when you need the full details before passing them on.

A sales team that keeps one clean contact list. When a lead signs up in another app, Search Contacts checks Helpwise first, and Create a Contact adds the person only if the search came back empty. No duplicates to merge by hand later.

An onboarding email that goes out by itself. Watch Contacts spots the new person and Send an Email writes to them from Helpwise, so the welcome message leaves from the tool your team already uses.

Make will not cover every corner of Helpwise with ready-made modules. When something is missing, Make an API Call reaches the rest of the Helpwise API with the same connection. Also note that the Make documentation for this app is flagged as AI-generated, so check important details with Helpwise directly. If you are weighing tools, the n8n vs Make comparison lays out the differences, and Make pricing explains how operations are counted. And if a run stops on an error, Make troubleshooting walks you through the usual fixes, step by step.

Connect

How do you connect Helpwise to Make?

  1. 01

    Copy your keys from Helpwise

    You need an active Helpwise account first. Open the settings page in Helpwise, click API in the left sidebar, and copy both the API key and the Client secret shown on screen. Keep them in a safe place for the next step.

  2. 02

    Add a Helpwise module in Make

    In your Make scenario, add any Helpwise module and click Create a connection. A connection is your Helpwise account linked to Make once, then reused by every Helpwise module you add later.

  3. 03

    Paste the credentials and save

    Give the connection a name in Connection name if you like (it is optional, but useful with several accounts). Paste the API key and Client secret you copied, or follow the on-screen instructions, then save.

First scenario

Build your first scenario with Helpwise

GoalWhen a new contact appears in Helpwise, Make sends that person a welcome email from your shared inbox.

  1. 01

    Create the scenario

    Open the Scenarios page in Make, create a new scenario, and click the big + to add your first module.

  2. 02

    Add Watch Contacts

    Search for Helpwise, pick Watch Contacts, and click Create a connection to link your account with the API key and Client secret.

  3. 03

    Add Send an Email

    Click the + on the right of Watch Contacts and choose Send an Email. Map the contact data from the first module into the email so each message greets the right person.

  4. 04

    Test with Run once

    Add a test contact in Helpwise, then click Run once. Make runs the scenario one time and shows the bundles each module received, so you can read exactly what was sent.

  5. 05

    Schedule and switch on

    Set the schedule on the clock of the first module (every 15 minutes by default) and switch the scenario on. From then on, new contacts get their email without you lifting a finger.

Triggers

Which Helpwise triggers start a scenario?

4 modules start a scenario when something happens in Helpwise. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Helpwise as soon as it happens.

Helpwise1Watch Contacts

Watch Contacts

Scheduled trigger

In Make“Triggers when a new contact is added.”

Watch Contacts hands your scenario every contact newly added to Helpwise, one bundle per person, so the rest of the flow can greet, tag or copy them elsewhere. A bundle is simply one item passed from a module to the next.

How it fires
scheduled, which means Make checks Helpwise on the scenario's schedule instead of being called by the app.
When to use it
a new customer lands in your contact list and your CRM or welcome sequence should know about it too.
Watch out
on the Free plan the shortest gap between two checks is 15 minutes, so plan for a short delay.
Helpwise2Watch Emails

Watch Emails

Scheduled trigger

In Make“Triggers when a new email is added to your mailbox.”

With Watch Emails, each new email added to your Helpwise mailbox becomes the starting point of a scenario, ready to be copied, analyzed or routed to another tool.

How it fires
scheduled, so Make looks into Helpwise at the pace set on the scenario's clock and collects what arrived since its last visit.
When to use it
you want every incoming message logged in a spreadsheet or flagged in a team chat, not only the ones that open a new conversation.
Watch out
if the same scenario sends with Send an Email from that mailbox, use Run once to check whether your own messages come back as new emails.
Helpwise3Watch Mailboxes

Watch Mailboxes

Scheduled trigger

In Make“Triggers when a new mailbox is added to your Helpwise.”

Watch Mailboxes lets you know when your Helpwise workspace gains a new mailbox, which is handy for admins who keep tools and access lists in sync.

How it fires
scheduled; Make polls Helpwise each time the scenario runs and returns any mailbox created since the previous run.
When to use it
a new shared inbox is opened for a brand or a region, and your documentation, permissions sheet or IT ticket should follow without anyone remembering to do it.
Watch out
new mailboxes are rare, so most checks will likely come back empty; a longer schedule is usually enough.
Helpwise4Watch Threads

Watch Threads

Scheduled trigger

In Make“Triggers when a new thread/conversation is added to your mailbox.”

Watch Threads gives you each new conversation in your mailbox as a single item, so you react to the customer's request as a whole rather than to every message inside it.

How it fires
scheduled; Make checks Helpwise on the scenario's schedule and passes along the threads it had not seen yet.
When to use it
a support lead wants a heads-up in the team channel, or a new row in a tracking sheet, whenever a customer opens a fresh conversation.
Watch out
a thread is not an email; if replies inside an existing conversation matter to you, Watch Emails is the better pick.
Modules

What can each Helpwise module do in Make?

Helpwise gives you 13 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Helpwise1

Add a Note

Action

In Make“Creates a new note.”

Add a Note creates a new note in Helpwise from your scenario, so information gathered in another tool gets written down in Helpwise instead of staying in someone's head.

When to use it
an order status or a CRM detail should be recorded in Helpwise before an agent picks up the case.
Watch out
a note is not a message; to write to a customer, Send an Email is the module to use.
Helpwise2

Create a Contact

Action

In Make“Creates a new contact.”

Create a Contact adds a person to your Helpwise contacts straight from another app, so your agents see who is writing before the first email even arrives.

When to use it
a lead fills in a form or buys online and should exist in Helpwise right away.
Watch out
run Search Contacts first, otherwise the same person can end up in Helpwise twice.
Helpwise3

Create a Mailbox

Action

In Make“Creates a new mailbox.”

Create a Mailbox opens a new mailbox in Helpwise from a scenario, which saves an admin the manual setup each time a team or a brand needs its own inbox.

When to use it
a new client project or a new region is approved in your project tool and should get a shared inbox.
Watch out
test it with Run once on a throwaway name before switching the scenario on.
Helpwise4

Get a Contact

Action

In Make“Returns information about a specific contact.”

Get a Contact fetches the full record of one Helpwise contact you already know, so later modules can use details the trigger did not include.

When to use it
you hold a contact's identifier from an earlier step and need the rest of their information to fill an email or a CRM record.
Watch out
it reads one contact only; to find someone by what you know about them, reach for Search Contacts.
Helpwise5

Get a Mailbox

Action

In Make“Returns information about a specific mailbox.”

Get a Mailbox returns the information Helpwise holds about one specific mailbox, which helps you label or route data correctly further down the scenario.

When to use it
an earlier step points to a mailbox, and the next module needs that mailbox's details to decide where the data goes.
Watch out
for an overview of every mailbox at once, List Mailboxes fits better.
Helpwise6

Get a Thread

Action

In Make“Returns information about a specific thread/conversation.”

Get a Thread pulls everything Helpwise knows about one conversation, so you work with the complete exchange instead of a single message.

When to use it
right after Watch Threads, when a summary for your team or a ticket in another tool needs the details of the conversation.
Watch out
it reads one conversation at a time; to go through several, use List Threads.
Helpwise7

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Make an API Call lets you reach any endpoint of the Helpwise API from your scenario, reusing the connection you already set up, so a missing module never blocks you.

When to use it
you need something none of the ready-made modules covers, and the Helpwise API documentation shows how to request it.
Watch out
you write the request yourself, so keep the Helpwise API reference open while you build it.
Helpwise8

Send an Email

Action

In Make“Creates and sends a new email.”

Send an Email writes and sends a new message from your Helpwise mailbox, so automated emails leave from Helpwise rather than from a separate sending tool.

When to use it
a new contact, a signed quote or a delivered order should trigger a personal-looking message instead of a no-reply one.
Watch out
each message goes out for real, so test Run once with your own address as the recipient.
Helpwise9

List Contacts

Search

In Make“Returns data about your contacts from Helpwise.”

List Contacts returns the contacts stored in Helpwise, one bundle each, which is the easiest way to copy your list into a sheet or another tool.

When to use it
you want a snapshot of your contacts for a report, a cleanup or a sync with your CRM.
Watch out
every returned contact is a bundle that the next modules process, and each module run on a bundle counts as one operation on your plan.
Helpwise10

List Emails

Search

In Make“Lists your emails from Helpwise.”

List Emails brings back your Helpwise emails as separate bundles, useful when you need to process messages that already exist rather than wait for new ones.

When to use it
you are setting up a new scenario and want to push past emails into an archive or an analysis tool once.
Watch out
it is a search, so it can return zero, one or many emails; plan the next module for all three cases.
Helpwise11

List Mailboxes

Search

In Make“Lists your mailboxes from Helpwise.”

List Mailboxes returns every mailbox in your Helpwise account, which gives an admin a quick inventory without clicking through the settings.

When to use it
an access review or a documentation page should always reflect the mailboxes that really exist.
Watch out
if you only need to react when a mailbox is added, Watch Mailboxes does it without re-reading the whole list.
Helpwise12

List Threads

Search

In Make“Lists your threads/conversations from Helpwise.”

List Threads returns the conversations in your Helpwise mailboxes, one bundle per thread, so you can review or export them in bulk.

When to use it
a support manager wants the conversations copied into a tracking sheet to review the workload with the team.
Watch out
many threads mean many bundles, and each module run on a bundle is an operation, so watch your plan.
Helpwise13

Search Contacts

Search

In Make“Performs a search across all your contacts on Helpwise.”

Search Contacts looks across all your Helpwise contacts and tells you whether a person is already there, which keeps your contact list free of duplicates.

When to use it
just before Create a Contact, when a lead arrives from a form or a shop and may already exist.
Watch out
the search can return several matches, so decide which one the next module should use.
Need help

Need help automating Helpwise with Make?

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FAQ

Helpwise and Make: common questions

01Is the Helpwise Make integration free?
Yes, on the Make side. Helpwise is a standard app, so it works on the Free plan, which allows 2 active scenarios, runs no closer than 15 minutes apart, 5 minutes of execution per run and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the gap to 1 minute and remove the cap on active scenarios. Usage is counted in operations: one module running on one bundle is one operation. You still need an active Helpwise account, whose subscription is handled by Helpwise, not by Make.
02What do you need to connect Helpwise to Make?
You need an active Helpwise account and its API credentials. In Helpwise, open the settings page, click API in the left sidebar, and copy the API key and the Client secret. Then, in Make, add any Helpwise module to a scenario, click Create a connection, optionally name it, and paste both values. The connection is saved once and every Helpwise module in your scenarios can reuse it, so you will not repeat these steps for each new automation.
03Are Helpwise triggers in Make instant or scheduled?
All four Helpwise triggers are scheduled, not instant. Watch Contacts, Watch Emails, Watch Mailboxes and Watch Threads do not receive a signal from Helpwise; Make checks your account each time the scenario runs. A new scenario runs every 15 minutes by default, which is also the shortest interval on the Free plan, while paid plans can go down to 1 minute. For support work, that means a new conversation reaches your other tools after a short delay rather than the very second it arrives.
04What if the Helpwise module you need is missing in Make?
Use Make an API Call. It reaches any endpoint of the Helpwise API with the same connection, so you are not limited to the 17 listed modules. You write the request yourself using the Helpwise API reference. Keep in mind that Make's own documentation for this app is marked as AI-generated and may contain mistakes, so verify key details with Helpwise before relying on a scenario in production. If a limit keeps getting in your way, the Helpwise support team is the right contact.
05Should you use Make or n8n with Helpwise?
It depends on what you already run. This page only covers Make, where Helpwise offers 17 modules, 4 scheduled triggers and an API call module for anything else. Many apps also have an n8n node, so check the n8n catalog for Helpwise before deciding. Then compare on your own criteria: the editor your team finds clearer, how each tool counts usage, and where the rest of your automations already run today.
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