Connect AgentX and OneHash CRM to Build Intelligent Automations

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AgentX

When this happens...

Choose an Action

OneHash CRM

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Ready to use AgentX and OneHash CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New conversation arrives

New conversation arrives

Start a workflow for each new conversation received by the selected AgentX agent.

Get recent messages

Get recent messages

Retrieves messages from the selected conversation posted in the last few minutes.

Get recent agents

Get recent agents

Returns agents created within the selected time window, newest first.

Fetch recent agent messages

Fetch recent agent messages

Retrieve the agent's messages from the selected conversation that were sent recently.

New Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

Request a new Trigger for AgentX

Do thisActions

Action is the task that follows automatically within your AgentX integrations.

Start a conversation

Start a conversation

Create a new chat with the selected agent so you can send messages and get responses.

Send message to agent

Send message to agent

Start a conversation with the selected agent and send your initial message.

Send a message

Send a message

Send a message from the chosen Agent into an existing conversation so the Agent can reply.

Create new lead

Create new lead

Create a new lead in OneHash CRM

Update lead details

Update lead details

Update a lead's details in OneHash CRM.

Create a record

Create a record

Create a record in OneHash CRM.

Request a new Action for AgentX

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Frequently Asked Questions

How do I start an integration between AgentX and OneHash CRM?

To start, connect both your AgentX and OneHash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in OneHash CRM (or vice versa).

Can we customize how data from AgentX is recorded in OneHash CRM?

Absolutely. You can customize how AgentX 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.

How often does the data sync between AgentX and OneHash CRM?

The data sync between AgentX and OneHash CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from AgentX to OneHash CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between AgentX and OneHash CRM?

Yes, you can set conditional logic to control the flow of data between AgentX 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.

AgentX

About AgentX

AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.

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OneHash CRM

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.

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