Integrations Elasticsearch OneHash CRM
Elasticsearch + OneHash CRM

Connect Elasticsearch and OneHash CRM to Build Intelligent Automations

Choose a Trigger

Elasticsearch

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 Elasticsearch

Do thisActions

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

Create Document

Create Document

create a doc

Create Document ( without selecting index)

Create Document ( without selecting index)

index name is inside the document

Bulk Add Documents to an index

Bulk Add Documents to an index

add many documents in one go

Delete Index

Delete Index

delete an index

Create Index

Create Index

create an index

Search (Fuzzy search)

Search (Fuzzy search)

fuzzy search

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Elasticsearch 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 Elasticsearch and OneHash CRM?

The data sync between Elasticsearch 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 Elasticsearch 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 Elasticsearch and OneHash CRM?

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

Elasticsearch

About Elasticsearch

Elasticsearch is a powerful, open-source search and analytics engine built on Apache Lucene. It is designed for horizontal scalability, real-time search, and support for multi-tenant environments.

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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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