Helpwise's Airtable integration makes it easy for you to bring information from Helpwise conversations into a single, centralized table within Airtable. You can sync metadata from your Helpwise conversations into Airtable and reference those records in your bases later.
Data Sync in Airtable + Helpwise IntegrationAirtable + Helpwise Integration syncs conversation metadata from Helpwise inboxes into the Airtable base table. The following metadata is synced from Helpwise to Airtable:
The message ID of the conversation in Helpwise Inbox
From, CC, To
Details of recipient and sender details
Details of the author of the message
Entry date of the row in the table
Helpwise conversation link to track unique conversation
Content of the mail: Subject line and Body of the mail
Status of the conversation in Helpwise: Open or Closed
Mail address of the Helpwise Inbox
Incoming or outgoing mail type
How to configure Helpwise's Airtable Integration?To configure this integration, follow the steps given below:
Step 1: Go to the Automation menu and select Integrations.Step 2: Select Airtable from the list of integrations and click on Connect.
Step 3: Select an Airtable base where you wish to store the metadata and click Grant access.
A table named "Helpwise" will be created in the selected base and Helpwise metadata will be synced to that table.
Step 4:You're all set! Subsequent Helpwise metadata will be synced in your Helpwise table in the selected Airtable base.
1. When enabling Helpwise's Airtbale integrations for the first time, If there is already a table named "Helpwise" exists in the base, you will need to remove that table first and enable the integration.
2. If you have enabled Helpwise's Airtable integration previously, there will be an existing table named "Helpwise". Hence, after subsequently enabling the integration, the same table will be appended with the synced metadata.
3. We recommend you not change the table and column names while using this integration. However, you can add additional columns in the table and populate them accordingly.