Connect Roma and Heltar
Integrate Roma with Heltar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Roma + Heltar flows
Start from a real workflow other teams are already running.
Choose a trigger
Roma
When this happens...
New Item
Updated Item
Updated Task Status
Deleted Item
New Automation Run Completed
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
List All Campaigns in Heltar when New Item in Roma
Use this flowList All Clients from Heltar when New Item in Roma
Use this flowList All Templates from Heltar when New Item in Roma
Use this flowCreate or Update Client in Heltar when New Item in Roma
Use this flowFetch Client Messages from Heltar when New Item in Roma
Use this flowSend Text Message hold via Heltar when New Item in Roma
Use this flowList All Attributes from Heltar when New Item in Roma
Use this flowCreate Attribute in Heltar when New Item in Roma
Use this flowUpdate Attribute in Heltar when New Item in Roma
Use this flowRemove Attribute from Heltar when New Item in Roma
Use this flowSupported Triggers & Actions
Everything you can automate between Roma and Heltar.
When this happensTriggers
A trigger is an event that starts a workflow.
New Item
Runs when an item (task, note or row) is created on your Roma lists, optionally only on chosen lists.
Updated Item
Runs when an item's title, due date, property or archived flag changes, optionally narrowed by field.
Updated Task Status
Runs when a task's status changes, optionally only when it moves to a chosen status.
Deleted Item
Runs when an item on your Roma lists goes into the trash, optionally only on chosen lists.
New Automation Run Completed
Runs when one of your Roma automations finishes a run, with its summary.
New Client Is Created
Runs when a new client is created.
Do thisActions
Action is the task that follows automatically within your Roma integrations.
Create Item
Create a task, note or row on a chosen Roma list.
Get Item
Get one item in full with its body, values and list.
Find Items
List and filter a list's items, or search the whole workspace by meaning or keyword.
Update Item
Update an item's title, body, property values, status, due date or flags.
Delete Item
Move one or more items to the Roma trash, where they stay recoverable for about 30 days.
Move Item
Move an item onto another Roma list, keeping its body, chat and history.
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 Roma
Roma is an AI task app for keeping lists, tasks, notes and automations, with an operator that helps do the work.
Learn moreSimilar apps
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 Roma 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 Roma 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 Roma triggers actions in Heltar, and a separate workflow where Heltar triggers actions in Roma. 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 Roma and Heltar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Roma 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.
