Connect Heltar and doxi to Build Intelligent Automations

Choose a Trigger

Heltar

When this happens...

Choose an Action

doxi

Automatically do this!

Enable Integrations or automations with these events of Heltar and doxi

Enable Integrations or automations with these events of Heltar and doxi

Triggers

New Campaign

New Campaign

Triggers when a new campaign is created

New Client

New Client

Triggers when a new client is created

Request a new Trigger for Heltar

Actions

List All Campaigns

List All Campaigns

Retrieve the list of all campaign

List All Clients

List All Clients

Retrieve the list of all clients

List All Templates

List All Templates

Retrieve the list of all templates

Create Campaign

Create Campaign

Creates a new campaign

Create Client

Create Client

Creates a new client

Fetch Client Messages

Fetch Client Messages

This will fetch all the messages of a particular client.

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Frequently Asked Questions

How do I start an integration between Heltar and doxi?

To start, connect both your Heltar and doxi accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in doxi (or vice versa).

Can we customize how data from Heltar is recorded in doxi?

Absolutely. You can customize how Heltar data is recorded in doxi. This includes choosing which data fields go into which fields of doxi, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Heltar and doxi?

The data sync between Heltar and doxi typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Heltar to doxi?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Heltar and doxi?

Yes, you can set conditional logic to control the flow of data between Heltar and doxi. 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

About Heltar

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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doxi

About doxi

Doxi is a digital signature system for organizational processes that allow the distribution of documents for the participants' signatures.

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