
When this happens...
New Campaign
New Client

Automatically do this!
Enable Integrations or automations with these events of Heltar and PPM Express
Triggers when a new campaign is created
Triggers when a new client is created
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 PPM Express accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in PPM Express (or vice versa).
Absolutely. You can customize how Heltar data is recorded in PPM Express. This includes choosing which data fields go into which fields of PPM Express, setting up custom formats, and filtering out unwanted information.
The data sync between Heltar and PPM Express 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 PPM Express. 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 MorePPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.
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