What do you want to automate with Helcim ?
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Overview#
Helcim is a payment platform that lets you process transactions, manage customers, and handle various aspects of your business's finances. Using Pipedream, you can tap into the Helcim API to create automations that streamline payment processing, sync transaction data with other business tools, and trigger actions based on payment events. It's an ideal way to integrate sales data with other systems, automate accounting tasks, and enhance customer relationship management.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
helcim: {
type: "app",
app: "helcim",
}
},
async run({steps, $}) {
return await axios($, {
method: "post",
url: `https://secure.myhelcim.com/api/account-info`,
headers: {
"account-id": `${this.helcim.$auth.account_id}`,
"api-token": `${this.helcim.$auth.api_token}`,
},
})
},
})
Example Use Cases#
Real-Time Payment Notifications: Create a workflow that listens for new transactions via Helcim. Whenever a payment is processed, use Pipedream to send real-time notifications to your team via Slack or email. This keeps everyone in the loop about sales activity without the need for manual checks.
Automated Accounting Integration: Sync Helcim transactions with accounting software like QuickBooks or Xero. Set up a Pipedream workflow that triggers each time a new sale is recorded in Helcim, automatically creating a corresponding invoice or updating financial records in your accounting system, saving time and reducing errors.
Dynamic Customer Segmentation: Use Helcim transactions to segment customers based on purchase history. Set up a Pipedream workflow where, after a transaction is completed, customer data is enriched and segmented in a CRM like HubSpot or Salesforce. This allows for targeted marketing campaigns and personalized follow-ups.
Authentication#
Name Slug: helcimHelcim uses API keys for authentication. When you connect your Helcim account, Pipedream securely stores the keys so you can easily authenticate to Helcim APIs in both code and no-code steps.
To retrieve your Account ID and API token,
- Navigate to your Helcim account and sign in
for Account ID:
- Go to “All Tools” > “Settings” > “My Account”
for API token:
- Go to “All Tools” > “Integrations” > “API Access Configuration”
Trusted by 1,000,000+ developers from startups to Fortune 500 companies