Connect SugarCRM and Heltar to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
Record Updated
Choose an Action
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Delete Attribute
Send Templates hold
Create Template hold
Send Private Message
Toggle Chat Open / Closed
Enable / Disable Bot Responses
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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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
New Client Is Created
Runs when a new client is created.
Do thisActions
Action is the task that follows automatically within your SugarCRM integrations.
Create Record
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record
Finds a record in selected module or creates a new one if none exists.
List All Campaigns
Retrieve the list of all campaign
List All Clients
Retrieve the list of all clients
List All Templates
Retrieve the list of all templates
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Frequently Asked Questions
To start, connect both your SugarCRM and Heltar accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in Heltar (or vice versa).
Absolutely. You can customize how SugarCRM 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 SugarCRM 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 SugarCRM 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 SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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.
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