Connect Simplicate and Heltar to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Project Updated
New Employees
New Hours
New Invoice
Invoices Sent
Updated Employees
Updated Companies
New Companies
New Contacts
Updated Contacts
New Sales
New Services
Quotes Sent
Updated Hours
Updated Services
Choose an Action
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
Ready to use Simplicate and Heltar automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Triggers when a new project is created.
Project Updated
Triggers when an existing project is updated.
New Employees
Triggers when a new employees created.
New Hours
Triggers when new hours are created.
New Invoice
Triggers when new invoice are created.
Invoices Sent
Triggers when invoices are sent.
Do thisActions
Action is the task that follows automatically within your Simplicate integrations.
Update Project
Updates an existing project in Simplicate.
List All Organization
Retrieves the details of all organization
List All Expenses
Retrieves the details of all expenses of employees
List All Contact Person
Retrieves the details of all contact person
List All Person
Retrieves the details of all Person.
List All Hours
Retrieves all the Hours.
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Frequently Asked Questions
To start, connect both your Simplicate and Heltar accounts to viaSocket. Once connected, you can set up a workflow where an event in Simplicate triggers actions in Heltar (or vice versa).
Absolutely. You can customize how Simplicate 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 Simplicate 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 Simplicate 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.
About Simplicate
Simplicate is a comprehensive business management platform designed to streamline and optimize various business processes, including project management, CRM, time tracking, and invoicing. It offers an intuitive interface and robust features to help businesses improve efficiency and productivity.
Learn MoreAbout 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 More
