Connect Avaza and Heltar to Build Intelligent Automations
Choose a Trigger
When this happens...
Invoice Sent
New Company
New Contact
New Project
New Task
New Timesheet
Company updated
Company Deleted
Project deleted
Contact updated
Contact Deleted
Invoice created
Invoice updated
Invoice deleted
Project Updated
Task Updated
Task Deleted
Timesheet Entry Deleted
Timesheet Entry Updated
New Bill
Bill updated
New Estimates
Estimate Updated
Estimate Deleted
Expense created
Expense Updated
Expense Deleted
Schedule Series created
Schedule Series Updated
Schedule Series Deleted
Choose an Action
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create or Update Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Remove Attribute
Send Templates hold
Create Template hold
Send Private Message
Set Chat to Open or Closed
Toggle Bot Responses
Unassign Employees from a Client
Update an Employee’s Role
Create Employee Account
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 Avaza and Heltar automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Invoice Sent
Triggers when a new Invoice is sent.
New Company
Triggers when a new contact Company is created.
New Contact
Triggered when a new company contact is created.
New Project
Triggers when a new Project is created.
New Task
Trigger when a new task is created.
New Timesheet
Trigger when a new timesheet entry is created
Do thisActions
Action is the task that follows automatically within your Avaza integrations.
Get All Projects
Get an all existing projects.
Get a Section
Fetch a single section with the projectId.
Get All Companies
Get an all existing companies.
Get All Invoices
Get an all existing invoices.
Get a Contact
Get an existing contact by its ID.
Get All Contacts
Get an all existing conatcts.
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Frequently Asked Questions
To start, connect both your Avaza and Heltar accounts to viaSocket. Once connected, you can set up a workflow where an event in Avaza triggers actions in Heltar (or vice versa).
Absolutely. You can customize how Avaza 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 Avaza 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 Avaza 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 Avaza
- Avaza is described as a unified work management software designed to enhance productivity for teams. - It integrates a variety of functionalities into a single platform, allowing users to collaborate on projects, engage in chat, schedule resources, track time, manage expenses, and invoice customers. - Avaza is tailored for use in client-focused businesses, supporting modules for Project Management, Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing, which can be utilized together or independently to match a wide range of business needs
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.
Learn More
