Connect GoodDay and OnePage CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Project
Task Created
Task Status
Task Deleted
Timelog Created
Project Created
Project Deleted
Project Status
Choose an Action
Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
Ready to use GoodDay and OnePage CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Trigger When new Task is created.
New Project
Trigger When new Project is created.
Task Created
Triggers when task is created.
Task Status
Triggers when task status is changed.
Task Deleted
Triggers when task is deleted.
Timelog Created
Triggers when Timelogs is created.
Do thisActions
Action is the task that follows automatically within your GoodDay integrations.
Create Task
create a task in selected folder.
Create Folder
Creates a new Folder.
Comment On a Task
Add a comment to an existing Task.
List Projects
Retrieve a list of company projects
List Events
Retrieve a list of company events
List Users
Retrieve a list of company users
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Frequently Asked Questions
To start, connect both your GoodDay and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in GoodDay triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how GoodDay 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.
The data sync between GoodDay and OnePage 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 GoodDay 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.
About GoodDay
GoodDay is a comprehensive work management platform designed to enhance productivity and collaboration. It offers tools for project management, task tracking, time management, and team collaboration, making it an ideal solution for businesses looking to streamline their workflows and improve efficiency.
Learn MoreAbout 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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