Connect Heltar and secure-doc-manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Campaign
New Client
Choose an Action
Automatically do this!
- Request a new Action for secure-doc-manager
Enable Integrations or automations with these events of Heltar and secure-doc-manager
Enable Integrations or automations with these events of Heltar and secure-doc-manager
Triggers
New Campaign
Triggers when a new campaign is created
New Client
Triggers when a new client is created
Actions
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 secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how Heltar data is recorded in secure-doc-manager. This includes choosing which data fields go into which fields of secure-doc-manager, setting up custom formats, and filtering out unwanted information.
The data sync between Heltar and secure-doc-manager 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 secure-doc-manager. 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 secure-doc-manager
Secure Doc Manager helps you collect documents the easy way from your clients. Used by bookkeepers, accountants, lawyers, loan brokers and more.
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