Connect Docamatic and Heltar
Integrate Docamatic with Heltar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Convert URL or HTML to Image using Docamatic when New Client Is Created in Heltar
Password Protect PDF in Docamatic when New Client Is Created in Heltar
Convert URL or HTML to PDF using Docamatic when New Client Is Created in Heltar
Write to an existing PDF in Docamatic when New Client Is Created in Heltar
Generate a PDF from a predefined template in Docamatic when New Client Is Created in Heltar
Popular Docamatic + Heltar flows
Start from a real workflow other teams are already running.
Choose a trigger
Docamatic
When this happens...
- Request a new Trigger for Docamatic
Choose an action
Heltar
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
Convert URL or HTML to Image using Docamatic when New Client Is Created in Heltar
Use this flowPassword Protect PDF in Docamatic when New Client Is Created in Heltar
Use this flowConvert URL or HTML to PDF using Docamatic when New Client Is Created in Heltar
Use this flowWrite to an existing PDF in Docamatic when New Client Is Created in Heltar
Use this flowGenerate a PDF from a predefined template in Docamatic when New Client Is Created in Heltar
Use this flowSupported Triggers & Actions
Everything you can automate between Docamatic and Heltar.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when a new client is created.
Do thisActions
Action is the task that follows automatically within your Docamatic integrations.
Convert URL or HTML to Image
This endpoint allows you to generate a PDF document from a URL or HTML.
Password Protect PDF
allows you to password protect an existing pdf document.
Convert URL or HTML to PDF
generate a PDF document from a URL or HTML
Write to an existing PDF
Add text, images, barcodes and QR codes to an existing pdf document.
Generate a PDF from a predefined template
This endpoint allows you to create a PDF or image from one of our predefined templates.
List All Campaigns
Retrieve the list of all campaign
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Docamatic
Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.
Learn moreSimilar apps
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docamatic and Heltar accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docamatic and Heltar as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Heltar. No coding required.
Yes. You can set up a workflow where Docamatic triggers actions in Heltar, and a separate workflow where Heltar triggers actions in Docamatic. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docamatic and Heltar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docamatic and Heltar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
