
When this happens...
New Offer
New Customer
Customer Updated
Customer Deleted
New Invoice
Invoice Completed
Invoice Canceled
Offer Updated
New Contact
Contact Updated
Contact Deleted

Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create Campaign
Create Client
Fetch Client Messages
Send Text Message
List All Attributes
Create Attribute
Update Attribute
Delete Attribute
Send Templates
Create Template
Send Private Message
Toggle Chat Open / Closed
Enable / Disable Bot Responses
Assign Employees to a Client
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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new offer was created within your FastBill account.
Triggers when a new customer is created within your FastBill account.
Triggers when a customer is updated within your FastBill account.
Triggers when a customer is deleted within your FastBill account.
Triggers when a new invoice is created within your FastBill account.
Triggers when an invoice is completed within your FastBill account.
Action is the task that follows automatically within your FastBill integrations.
Creates a new customer in FastBill.
Creates a new invoice.
Adds full payment for an invoice.
Send an invoice by email.
Creates a revenue entry.
Adds full payment for a revenue.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your FastBill and Heltar accounts to viaSocket. Once connected, you can set up a workflow where an event in FastBill triggers actions in Heltar (or vice versa).
Absolutely. You can customize how FastBill 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 FastBill 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 FastBill 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.
FastBill is a cloud app for German invoicing & accounting. Writing offers and invoices, paying your bills or preparing your tax return is easier than ever with FastBill.
Learn MoreHeltar 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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