Connect Membrain and Heltar
Integrate Membrain with Heltar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Fetch Template Analytics in Heltar when New Activity Created in Membrain
List All Campaigns in Heltar when Opportunity Is Updated in Membrain
List All Clients from Heltar when Opportunity Is Updated in Membrain
List All Templates from Heltar when Opportunity Is Updated in Membrain
Create or Update Client in Heltar when Opportunity Is Updated in Membrain
Popular Membrain + Heltar flows
Start from a real workflow other teams are already running.
Choose a trigger
Membrain
When this happens...
New Activity Created
New Sales Project Created
Contact Is Updated
Company Is Updated
Opportunity Is Updated
Choose an action
Heltar
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create or Update Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Remove Attribute
Send Templates hold
Create Template hold
Send Private Message
Set Chat to Open or Closed
Toggle Bot Responses
Unassign Employees from a Client
Update an Employee’s Role
Create Employee Account
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
Fetch Template Analytics in Heltar when New Activity Created in Membrain
Use this flowList All Campaigns in Heltar when Opportunity Is Updated in Membrain
Use this flowList All Clients from Heltar when Opportunity Is Updated in Membrain
Use this flowList All Templates from Heltar when Opportunity Is Updated in Membrain
Use this flowCreate or Update Client in Heltar when Opportunity Is Updated in Membrain
Use this flowFetch Client Messages from Heltar when Opportunity Is Updated in Membrain
Use this flowSend Text Message hold via Heltar when Opportunity Is Updated in Membrain
Use this flowList All Attributes from Heltar when Opportunity Is Updated in Membrain
Use this flowCreate Attribute in Heltar when Opportunity Is Updated in Membrain
Use this flowUpdate Attribute in Heltar when Opportunity Is Updated in Membrain
Use this flowSupported Triggers & Actions
Everything you can automate between Membrain and Heltar.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
New Sales Project Created
Runs when a new sales project is created.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
Opportunity Is Updated
Runs when Opportunity Is Updated
New Client Is Created
Runs when a new client is created.
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company in Membrain.
Create Contact
Add a new contact in Membrain with the details you provide.
Create Prospect
Creates a new prospect in Membrain.
Create Activity
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Create Sales Opportunity
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
List All Campaigns
Retrieve the list of all campaign
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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Membrain and Heltar 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 Membrain and Heltar 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 Heltar. No coding required.
Yes. You can set up a workflow where Membrain triggers actions in Heltar, and a separate workflow where Heltar triggers actions in Membrain. 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 Membrain and Heltar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Membrain and Heltar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
