Connect Intercorp BAS and OneHash CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Intercorp BAS
Choose an Action
Automatically do this!
Create new lead
Update lead details
Create a record
Find Or Create Lead
Ready to use Intercorp BAS and OneHash CRM 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
Do thisActions
Action is the task that follows automatically within your Intercorp BAS integrations.
Search Client
Retrieve client records filtered by client code, creation/modified date range, and active status.
Search Profile
Retrieve client profiles.
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.
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Frequently Asked Questions
To start, connect both your Intercorp BAS and OneHash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercorp BAS triggers actions in OneHash CRM (or vice versa).
Absolutely. You can customize how Intercorp BAS 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 Intercorp BAS 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 Intercorp BAS 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 Intercorp BAS
Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.
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.
Learn More
