
When this happens...
New Client Is Created

Automatically do this!
Create Datastore
List Datastores
Get Datastore Metadata
Reset Datastore
Delete Datastore
List Documents
Get Document Metadata
Delete Document
List Agents
Create Agent
Delete Agent
Reset Agent
Get Agent Metadata
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new client is created.
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 Contextual AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in Contextual AI (or vice versa).
Absolutely. You can customize how Heltar data is recorded in Contextual AI. This includes choosing which data fields go into which fields of Contextual AI, setting up custom formats, and filtering out unwanted information.
The data sync between Heltar and Contextual AI 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 Contextual AI. 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 MoreContextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.
Learn More