Connect Heltar and Productive.io
Integrate Heltar with Productive.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Campaigns in Heltar when New Task in Productive.io
List All Clients from Heltar when New Task in Productive.io
List All Templates from Heltar when New Task in Productive.io
Create or Update Client in Heltar when New Task in Productive.io
Fetch Client Messages from Heltar when New Task in Productive.io
Popular Heltar + Productive.io flows
Start from a real workflow other teams are already running.
Choose a trigger
Heltar
When this happens...
New Client Is Created
Choose an action
Productive.io
Automatically do this!
Create Company
Create Booking
Create Project
Create Contact
Find Company
Find User
Find Contact
List All Campaigns in Heltar when New Task in Productive.io
Use this flowList All Clients from Heltar when New Task in Productive.io
Use this flowList All Templates from Heltar when New Task in Productive.io
Use this flowCreate or Update Client in Heltar when New Task in Productive.io
Use this flowFetch Client Messages from Heltar when New Task in Productive.io
Use this flowSend Text Message hold via Heltar when New Task in Productive.io
Use this flowList All Attributes from Heltar when New Task in Productive.io
Use this flowCreate Attribute in Heltar when New Task in Productive.io
Use this flowUpdate Attribute in Heltar when New Task in Productive.io
Use this flowRemove Attribute from Heltar when New Task in Productive.io
Use this flowSupported Triggers & Actions
Everything you can automate between Heltar and Productive.io.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when a new client is created.
New Task
New task created.
New Task Updated
New task updated
New Invoice
Trigger when new invoice is created
Invoice Updated
Trigger when new invoice is created
New deal
Trigger when new deal 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 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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Productive.io
Productive is a project management tool that includes everything you need to run a profitable agency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Heltar and Productive.io accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Heltar and Productive.io as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Productive.io. No coding required.
Yes. You can set up a workflow where Heltar triggers actions in Productive.io, and a separate workflow where Productive.io triggers actions in Heltar. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Heltar and Productive.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Heltar and Productive.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
