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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 klaxoon integrations.
List All Boards
Get all existing boards.
Create Board
Creates a Board.
Create Idea in Board
Creates a new Idea in a Board.
Find Board
Find an existing Board.
Find Category in Board
Find an existing category in a Board.
Find Color in Board
Find an existing color in a Board.
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Frequently Asked Questions
To start, connect both your klaxoon and OneHash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in klaxoon triggers actions in OneHash CRM (or vice versa).
Absolutely. You can customize how klaxoon 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 klaxoon 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 klaxoon 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 klaxoon
Whether on-site, remotely or hybrid, Klaxoon technologies help you think, collaborate and move forward in a simple and super-productive way.
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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