Connect OneHash CRM and ProjectManager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Create Project
Create Task
Update Project
Update Task
Update Timesheet Entry ID
Get Project Details
Get Task Details
Create User
Get User Details
Update User
List Roles
List Active Admin Tasks
List Task Priorities
Get Tasks
Get a List of Users
Get Projects
Create Task Comment
Ready to use OneHash CRM and ProjectManager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
New Resource Added
Runs when a new person, material, or tool is added to your account
New Project Created
Runs when a new project is created in ProjectManager.
New Task Created
Runs when a new task is created, optionally only for a specific project.
Timesheet Entry Created/Updated
Runs when a timesheet entry is created/updated.
Do thisActions
Action is the task that follows automatically within your OneHash CRM integrations.
Create new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
Create a record
Create a record in OneHash CRM.
Find Or Create Lead
Finds a lead using the provided fields and creates a new lead if none is found.
Create Project
Create a new project
Create Task
Creates a new task in your project.
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Frequently Asked Questions
To start, connect both your OneHash CRM and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in ProjectManager (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in ProjectManager. This includes choosing which data fields go into which fields of ProjectManager, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and ProjectManager 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 OneHash CRM and ProjectManager. 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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
Learn MoreAbout ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
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