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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
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
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 Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in Evoliz (or vice versa).
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.
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.
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 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 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 MoreEvoliz is an invoicing and management software designed for small businesses but also their accountants.
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