Integrations Contextual AI OneHash CRM
Contextual AI + OneHash CRM

Connect Contextual AI and OneHash CRM to Build Intelligent Automations

Choose a Trigger

Contextual AI

When this happens...

Choose an Action

OneHash CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Contextual AI

Do thisActions

Action is the task that follows automatically within your Contextual AI integrations.

Create Datastore

Create Datastore

Create a new Datastore.

List Datastores

List Datastores

Retrieve a list of Datastores.

Get Datastore Metadata

Get Datastore Metadata

Get the details of a given Datastore, including its name, create time, and the list of Agents which are currently configured to use the Datastore.

Reset Datastore

Reset Datastore

Reset the give Datastore. This operation is irreversible and it deletes all the documents associated with the datastore.

Delete Datastore

Delete Datastore

Delete a given Datastore, including all the documents ingested into it. This operation is irreversible.

List Documents

List Documents

Get list of documents in a given Datastore, including document id, name, and ingestion job status.

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Frequently Asked Questions

How do I start an integration between Contextual AI and OneHash CRM?

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

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

Absolutely. You can customize how Contextual AI 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 Contextual AI and OneHash CRM?

The data sync between Contextual AI 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 Contextual AI 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 Contextual AI and OneHash CRM?

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

Contextual AI

About Contextual AI

Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.

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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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