Connect 7Shifts and OneHash CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for 7Shifts
Choose an Action
Automatically do this!
Create new lead
Update lead details
Create a record
Find Or Create Lead
Ready to use 7Shifts and OneHash CRM automations
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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
Do thisActions
Action is the task that follows automatically within your 7Shifts integrations.
Get Hours and Wages report Detailed
Retrieves either scheduled or actual hours and wages
List Departments
List Departments for a company.
List Locations
List Locations for a company.
List Roles
Lists roles for a company.
Retrive User
Retrieve a specific user by User ID
Create new lead
Create a new lead in OneHash CRM
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Frequently Asked Questions
To start, connect both your 7Shifts and OneHash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in 7Shifts triggers actions in OneHash CRM (or vice versa).
Absolutely. You can customize how 7Shifts data is recorded in OneHash CRM. This includes choosing which data fields go into which fields of OneHash CRM, setting up custom formats, and filtering out unwanted information.
The data sync between 7Shifts and OneHash CRM 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 7Shifts and OneHash CRM. 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 7Shifts
7shifts offers robust settings for managing labor visibility and schedule configuration, including Time Clocking and integration settings for tracking labor data and hiding certain staff members from the schedule.
Learn MoreAbout 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.
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