
When this happens...
New Contact

Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create Campaign
Create Client
Fetch Client Messages
Send Text Message
List All Attributes
Create Attribute
Update Attribute
Delete Attribute
Send Templates
Create Template
Send Private Message
Toggle Chat Open / Closed
Enable / Disable Bot Responses
Assign Employees to a Client
Unassign Employees from a Client
Update an Employee’s Role
Create a New Employee
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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new contact is created.
Triggers when a new campaign is created
Triggers when a new client is created
Action is the task that follows automatically within your Office 365 integrations.
Creates a new contact
Creates a draft of an email that can be reviewed and sent out.
Creates a new event in a calendar.
Delete an existing event
Update an existing contact.
Retrieve the list of all campaign

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Office 365 and Heltar accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in Heltar (or vice versa).
Absolutely. You can customize how Office 365 data is recorded in Heltar. This includes choosing which data fields go into which fields of Heltar, setting up custom formats, and filtering out unwanted information.
The data sync between Office 365 and Heltar 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 Office 365 and Heltar. 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.
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn MoreHeltar 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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