IntegrationsGiftUpOnePage CRM
GiftUp + OnePage CRM

Connect GiftUp and OnePage CRM to Build Intelligent Automations

Choose a Trigger

GiftUp

When this happens...

Choose an Action

OnePage CRM

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Ready to use GiftUp and OnePage CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order

New Order

Trigger when a new order is placed.

Gift Card Redeemed

Gift Card Redeemed

Trigger when a gift card is redeemed.

Gift Card Updated

Gift Card Updated

Triggers on any changes to a gift card, including redemptions.

New Gift Card

New Gift Card

Trigger when a new gift card is created.

New Item

New Item

Trigger when a new item is created.

Request a new Trigger for GiftUp

Do thisActions

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

Create Order

Create Order

Creates a order.

Redeem Gift Card

Redeem Gift Card

Will deduct the specified amount of remaining credit from a gift card.

Update a gift card

Update a gift card

Update the properties for a gift card.

Create a new item group

Create a new item group

Create a new item group.

Create a new item

Create a new item

Create a new item for sale.

Create Contact hold

Create Contact hold

Creates a new contact in OnePageCRM.

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Frequently Asked Questions

How do I start an integration between GiftUp and OnePage CRM?

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

Can we customize how data from GiftUp is recorded in OnePage CRM?

Absolutely. You can customize how GiftUp data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between GiftUp and OnePage CRM?

The data sync between GiftUp and OnePage 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 GiftUp to OnePage 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 GiftUp and OnePage CRM?

Yes, you can set conditional logic to control the flow of data between GiftUp and OnePage 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.

GiftUp

About GiftUp

Gift Up! is a digital gift card system for your website or Facebook page.

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OnePage CRM

About OnePage CRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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