Connect Teamgate and Heltar
Integrate Teamgate with Heltar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Campaigns in Heltar when New Company Created in Teamgate
List All Clients from Heltar when New Company Created in Teamgate
List All Templates from Heltar when New Company Created in Teamgate
Create or Update Client in Heltar when New Company Created in Teamgate
Fetch Client Messages from Heltar when New Company Created in Teamgate
Popular Teamgate + Heltar flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamgate
When this happens...
New Company Created
New Lead Created
New Deal Created
New Product Created
New Person Created
Activity Status Changed
New Deal Won
Deal Stage Changed
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 Company Created in Teamgate
Use this flowList All Clients from Heltar when New Company Created in Teamgate
Use this flowList All Templates from Heltar when New Company Created in Teamgate
Use this flowCreate or Update Client in Heltar when New Company Created in Teamgate
Use this flowFetch Client Messages from Heltar when New Company Created in Teamgate
Use this flowSend Text Message hold via Heltar when New Company Created in Teamgate
Use this flowList All Attributes from Heltar when New Company Created in Teamgate
Use this flowCreate Attribute in Heltar when New Company Created in Teamgate
Use this flowUpdate Attribute in Heltar when New Company Created in Teamgate
Use this flowRemove Attribute from Heltar when New Company Created in Teamgate
Use this flowSupported Triggers & Actions
Everything you can automate between Teamgate and Heltar.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
Activity Status Changed
Triggers when an activity status is changed.
Do thisActions
Action is the task that follows automatically within your Teamgate integrations.
List All Companies
Retrieves the list of all company
List Deals
Retrieves deals from your Teamgate CRM account .
List Lead Collection
Retrieves the list of leads from your Teamgate CRM.
List People Collection
Retrieves the list of people (contacts) from your Teamgate CRM account.
List Products Collection
Retrieves the list of all product records from your Teamgate CRM account.
List Emails Collection
Retrieves a list of all emails from your Teamgate account
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 Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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 Teamgate 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 Teamgate 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 Teamgate triggers actions in Heltar, and a separate workflow where Heltar triggers actions in Teamgate. 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 Teamgate and Heltar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamgate 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.
