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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is added.
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 LiveAgent integrations.
List Customers
Get details of all customers.
List Conversations
Get details of all conversations.
Add New Customer
Add new customer in LiveAgent.
Add Customer to Group
Add a customer to an existing group.
Remove Customer From Group
Removes customer form a particular group.
List Companies
Retrieve list of companies
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Frequently Asked Questions
To start, connect both your LiveAgent and OneHash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveAgent triggers actions in OneHash CRM (or vice versa).
Absolutely. You can customize how LiveAgent 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 LiveAgent 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 LiveAgent 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 LiveAgent
LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.
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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