Connect Heltar and Odoo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Campaign
New Client
Choose an Action
Automatically do this!
Create Lead
Ready to use Heltar and Odoo automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Campaign
Triggers when a new campaign is created
New Client
Triggers when a new client is created
New Lead
Triggers when a new lead is created.
Do thisActions
Action is the task that follows automatically within your Heltar integrations.
List All Campaigns
Retrieve the list of all campaign
List All Clients
Retrieve the list of all clients
List All Templates
Retrieve the list of all templates
Create Campaign
Creates a new campaign
Create Client
Creates a new client
Fetch Client Messages
This will fetch all the messages of a particular client.
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Frequently Asked Questions
To start, connect both your Heltar and Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in Odoo (or vice versa).
Absolutely. You can customize how Heltar data is recorded in Odoo. This includes choosing which data fields go into which fields of Odoo, setting up custom formats, and filtering out unwanted information.
The data sync between Heltar and Odoo 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 Odoo. 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.
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.
Learn MoreAbout Odoo
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
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