Connect ClearCRM and OneHash Chat to Build Intelligent Automations
Choose a Trigger
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an Action
Automatically do this!
Create a Contact
Get all Contacts
Get a Contact
Delete a Contact
Update a Contact
Get all Conversations Details
Get Conversation Counts
Create a Team
Get all Teams
Update a Team
List Agents in Team
Get all Messages
Delete a Message
Add Labels
Get all Labels
Add a New Agent
List Agents in Account
Update a Agent in Account
Delete an Agent from Account
Get a Automation Rule Details
List all Automation Rules
Delete a Automation Rule
Ready to use ClearCRM and OneHash Chat automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Create a lead
Create a new lead in Clear CRM using the contact and company details you provide.
Create a Contact
Creates a new contact.
Get all Contacts
Listing all the resolved contacts.
Get a Contact
Get a contact belonging to the account using ID.
Delete a Contact
Removes an existing contact.
Update a Contact
Update a contact belonging to the account using ID.
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Frequently Asked Questions
To start, connect both your ClearCRM and OneHash Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in OneHash Chat (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in OneHash Chat. This includes choosing which data fields go into which fields of OneHash Chat, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and OneHash Chat 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 ClearCRM and OneHash Chat. 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 ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn MoreAbout OneHash Chat
OneHash Chat is a comprehensive communication platform designed to streamline interactions and enhance collaboration within organizations. It offers a suite of features including real-time messaging, file sharing, and integration with various business tools to ensure seamless workflow and productivity.
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