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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new campaign is created
Triggers when a new client is created
Triggers when a document is added to a project.
Triggers when a new photo is added to a company project.
Triggers when you add a new project.
Triggers when a checklist is completed.
Action is the task that follows automatically within your Heltar integrations.
Retrieve the list of all campaign
Retrieve the list of all clients
Retrieve the list of all templates
Creates a new campaign
Creates a new client
This will fetch all the messages of a particular client.

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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 Heltar and CompanyCam accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in CompanyCam (or vice versa).
Absolutely. You can customize how Heltar data is recorded in CompanyCam. This includes choosing which data fields go into which fields of CompanyCam, setting up custom formats, and filtering out unwanted information.
The data sync between Heltar and CompanyCam 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 CompanyCam. 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.
Learn MoreCompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
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