Integrations contractor plus Heltar
contractor plus + Heltar

Connect contractor plus and Heltar to Build Intelligent Automations

Choose a Trigger

contractor plus

When this happens...

Choose an Action

Heltar

Automatically do this!

Ready to use contractor plus and Heltar automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

new lead is created

new lead is created

runs when new lead is created

new client is added

new client is added

runs when new client is added

new invoice is created

new invoice is created

runs when new invoice is created

New Campaign

New Campaign

Triggers when a new campaign is created

New Client

New Client

Triggers when a new client is created

Request a new Trigger for contractor plus

Do thisActions

Action is the task that follows automatically within your contractor plus integrations.

Create lead

Create lead

Create a new lead to capture a potential client.

Create expense

Create expense

Create an expense in Contractor+.

List All Campaigns

List All Campaigns

Retrieve the list of all campaign

List All Clients

List All Clients

Retrieve the list of all clients

List All Templates

List All Templates

Retrieve the list of all templates

Create Campaign

Create Campaign

Creates a new campaign

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Frequently Asked Questions

How do I start an integration between contractor plus and Heltar?

To start, connect both your contractor plus and Heltar accounts to viaSocket. Once connected, you can set up a workflow where an event in contractor plus triggers actions in Heltar (or vice versa).

Can we customize how data from contractor plus is recorded in Heltar?

Absolutely. You can customize how contractor plus 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.

How often does the data sync between contractor plus and Heltar?

The data sync between contractor plus and Heltar typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from contractor plus to Heltar?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between contractor plus and Heltar?

Yes, you can set conditional logic to control the flow of data between contractor plus 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.

contractor plus

About contractor plus

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

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Heltar

About 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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