
When this happens...
New Client Is Created

Automatically do this!
Enable Integrations or automations with these events of Heltar and chatforma
Runs when a new client is created.
Retrieve the list of all campaign
Retrieve the list of all clients
Retrieve the list of all templates
Create or update client record
This will fetch all the messages of a particular client.
Send text messages allow to your clients.
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To start, connect both your Heltar and chatforma accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in chatforma (or vice versa).
Absolutely. You can customize how Heltar data is recorded in chatforma. This includes choosing which data fields go into which fields of chatforma, setting up custom formats, and filtering out unwanted information.
The data sync between Heltar and chatforma 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 Heltar and chatforma. 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.
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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