Connect Heltar and Solve CRM
Integrate Heltar with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update an Employee’s Role in Heltar when New Company in Solve-crm
Delete an Employee in Heltar when New Company in Solve-crm
Retrieve Role Permissions in Heltar when New Company in Solve-crm
Fetch WhatsApp Commerce Catalog Settings in Heltar when New Company in Solve-crm
Update Catalog Settings in Heltar when New Company in Solve-crm
Popular Heltar + Solve CRM 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
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Update an Employee’s Role in Heltar when New Company in Solve-crm
Use this flowDelete an Employee in Heltar when New Company in Solve-crm
Use this flowRetrieve Role Permissions in Heltar when New Company in Solve-crm
Use this flowFetch WhatsApp Commerce Catalog Settings in Heltar when New Company in Solve-crm
Use this flowUpdate Catalog Settings in Heltar when New Company in Solve-crm
Use this flowToggle Read Receipts in Heltar when New Company in Solve-crm
Use this flowDelete Convobot Session in Heltar when New Company in Solve-crm
Use this flowFetch Template Analytics in Heltar when New Company in Solve-crm
Use this flowSet Custom Domain for Redirection in Heltar when New Company in Solve-crm
Use this flowDelete Template in Heltar when New Company in Solve-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Heltar and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when a new client is created.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Heltar and Solve CRM 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 Solve CRM 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 Solve CRM. No coding required.
Yes. You can set up a workflow where Heltar triggers actions in Solve CRM, and a separate workflow where Solve CRM 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 Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Heltar and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
