Connect Heltar and Procore to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client Is Created
Choose an Action
Automatically do this!
Get Projects
Create Worker - Company
Create Project
Create Company Contact
Create Project Cost Code List From Company List
Create Submittal
Create Cost Code - Project
Create Vendor - Company Level
List All Companies
Ready to use Heltar and Procore automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when a new client is created.
Project Updated
Triggers when a project is updated.
Punch Item Updated
Triggers when a punch list item is updated.
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 or Update Client
Create or update client record
Fetch Client Messages
This will fetch all the messages of a particular client.
Send Text Message hold
Send text messages allow to your clients.
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Frequently Asked Questions
To start, connect both your Heltar and Procore accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in Procore (or vice versa).
Absolutely. You can customize how Heltar data is recorded in Procore. This includes choosing which data fields go into which fields of Procore, setting up custom formats, and filtering out unwanted information.
The data sync between Heltar and Procore 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 Procore. 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 Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn More
