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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Is Added
Runs when new call is added
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 BuildBetter integrations.
Get Call
Get call details by Call ID.
Get Call Attendees
Get the names and emails of people who attended a specific call.
Get Call Summaries
Get full AI-generated summaries for a specific call.
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.
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Frequently Asked Questions
To start, connect both your BuildBetter and OneHash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in BuildBetter triggers actions in OneHash CRM (or vice versa).
Absolutely. You can customize how BuildBetter 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 BuildBetter 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 BuildBetter 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 BuildBetter
BuildBetter is an innovative AI-driven platform designed to enhance productivity and streamline project management processes. It leverages advanced artificial intelligence to provide insights, automate tasks, and improve team collaboration, making it an essential tool for modern businesses.
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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