Connect Helpwise and Arihant PLUS to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Helpwise
Choose an Action
Automatically do this!
Get Order Trail
Get Holdings
Get Account Funds
Place Order
Get Orders
Find Stocks
Cancel Order
Get Order Book
Enable Integrations or automations with these events of Helpwise and Arihant PLUS
Enable Integrations or automations with these events of Helpwise and Arihant PLUS
Actions
Assign Conversation
Assign Conversation to User
Add Note
Adds a Note in the Conversation
Create Contact
Create your contact in Helpwise from your favorite app.
Get Order Trail
View your order trail & status
Get Holdings
Fetch all your Demat holdings including symbol, quantity, average buy price, current market value, and P&L from your trading account.
Get Account Funds
Get available account funds
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Frequently Asked Questions
To start, connect both your Helpwise and Arihant PLUS accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpwise triggers actions in Arihant PLUS (or vice versa).
Absolutely. You can customize how Helpwise data is recorded in Arihant PLUS. This includes choosing which data fields go into which fields of Arihant PLUS, setting up custom formats, and filtering out unwanted information.
The data sync between Helpwise and Arihant PLUS 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 Helpwise and Arihant PLUS. 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 Helpwise
Helpwise is a collaborative shared inbox platform designed to streamline team communication and enhance customer support. It allows teams to manage emails, SMS, WhatsApp, and other communication channels from a single interface, improving efficiency and response times.
Learn MoreAbout Arihant PLUS
Arihant PLUS offers secure online trading, stock market investing, mutual funds, IPO access, portfolio management, and research tools in one powerful investment platform.
Learn More
