Connect Espo CRM and OneHash Chat to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
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 Espo CRM and OneHash Chat automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
New Message is Created
Triggers when a new messsage is created.
New Conversation is Created
Triggers when a new conversation is created.
Conversation is Updated
Triggers when an existing conversation is update.
Conversation Status is Changed
Triggers when a conversation status is changed.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create a Contact
Creates a new contact.
Get all Contacts
Listing all the resolved contacts.
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Frequently Asked Questions
To start, connect both your Espo CRM and OneHash Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in OneHash Chat (or vice versa).
Absolutely. You can customize how Espo CRM 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 Espo CRM 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 Espo CRM 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
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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