Connect Heltar and vPlan to Build Intelligent Automations

Choose a Trigger

Heltar

When this happens...

Choose an Action

vPlan

Automatically do this!

Ready to use Heltar and vPlan automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Campaign

New Campaign

Triggers when a new campaign is created

New Client

New Client

Triggers when a new client is created

New or Changed Collection

New or Changed Collection

Triggers when a new collection is added or changed.

New or Updated Card

New or Updated Card

Triggers when a card is added or updated.

Attached or Detached Label on a Card

Attached or Detached Label on a Card

Triggers when a label is attached or detached from a card.

Attached or Detached Resource on a Card

Attached or Detached Resource on a Card

Triggers when a resource is attached or detached from a card.

Do thisActions

Action is the task that follows automatically within your Heltar integrations.

List All Campaigns

List All Campaigns

Retrieve the list of all campaign

List All Clients

List All Clients

Retrieve the list of all clients

List All Templates

List All Templates

Retrieve the list of all templates

Create Campaign

Create Campaign

Creates a new campaign

Create Client

Create Client

Creates a new client

Fetch Client Messages

Fetch Client Messages

This will fetch all the messages of a particular client.

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Frequently Asked Questions

How do I start an integration between Heltar and vPlan?

To start, connect both your Heltar and vPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in vPlan (or vice versa).

Can we customize how data from Heltar is recorded in vPlan?

Absolutely. You can customize how Heltar data is recorded in vPlan. This includes choosing which data fields go into which fields of vPlan, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Heltar and vPlan?

The data sync between Heltar and vPlan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Heltar to vPlan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Heltar and vPlan?

Yes, you can set conditional logic to control the flow of data between Heltar and vPlan. 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

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.

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vPlan

About vPlan

vPlan is a planning tool to plan and track your work.

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