Connect ArcSite and Heltar to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Choose an Action
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Delete Attribute
Send Templates hold
Create Template hold
Send Private Message
Toggle Chat Open / Closed
Enable / Disable Bot Responses
Unassign Employees from a Client
Update an Employee’s Role
Create a New Employee
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
Ready to use ArcSite and Heltar automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
New Client Is Created
Runs when a new client is created.
Do thisActions
Action is the task that follows automatically within your ArcSite integrations.
Create Project
Creates a new project in ArcSite and adds customer, sales rep, tags, and work site details.
Update Project
Updates an existing project with new name, customer info, sales rep, worksite address, tags, or job number.
Add Collaborators
Adds one or more people to the specified project and assigns their roles.
List All Campaigns
Retrieve the list of all campaign
List All Clients
Retrieve the list of all clients
List All Templates
Retrieve the list of all templates
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Frequently Asked Questions
To start, connect both your ArcSite and Heltar accounts to viaSocket. Once connected, you can set up a workflow where an event in ArcSite triggers actions in Heltar (or vice versa).
Absolutely. You can customize how ArcSite data is recorded in Heltar. This includes choosing which data fields go into which fields of Heltar, setting up custom formats, and filtering out unwanted information.
The data sync between ArcSite and Heltar 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 ArcSite and Heltar. 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 ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn MoreAbout Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
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