
When this happens...
New Client Is Created

Automatically do this!
Create Contact
Get Account Information
Get Teams
Create Tag
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new client is created.
Triggers when a new contact is added to your Contacts+ account.
Triggers when a contact is deleted from your Contacts+ account.
Triggers when a contact is updated from your Contacts+ account.
Triggers when a tag is added from your Contacts+ account.
Triggers when a tag is deleted from your account.
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
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 Contacts+ accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in Contacts+ (or vice versa).
Absolutely. You can customize how Heltar data is recorded in Contacts+. This includes choosing which data fields go into which fields of Contacts+, setting up custom formats, and filtering out unwanted information.
The data sync between Heltar and Contacts+ 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 Contacts+. 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 MoreContacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
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