Connect Heltar and Evoliz to Build Intelligent Automations

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Heltar

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Evoliz

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Campaign

New Campaign

Triggers when a new campaign is created

New Client

New Client

Triggers when a new client is created

New Client

New Client

Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).

New Invoice

New Invoice

Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.

New Payment

New Payment

Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.

Request a new Trigger for Heltar

Do thisActions

Action is the task that follows automatically within your Heltar integrations.

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 Evoliz?

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

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

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

How often does the data sync between Heltar and Evoliz?

The data sync between Heltar and Evoliz 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 Evoliz?

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 Evoliz?

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

About Evoliz

Evoliz is an invoicing and management software designed for small businesses but also their accountants.

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