Connect Natif and OneHash CRM to Build Intelligent Automations

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Natif

When this happens...

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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 Natif

Do thisActions

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

Find uploaded documents

Find uploaded documents

Queries for documents that fulfill given parameters.

Get document by ID

Get document by ID

Get information about the given document, amongst others the processing status.

Delete a document

Delete a document

Permanently delete a document.

Get extraction results

Get extraction results

Get the extractions for the given document. The results are specific for the document's type.

Get OCR results

Get OCR results

Retrieves the ocr results for the document with the given id.

List existing document sharing tokens

List existing document sharing tokens

List info about existing document sharing tokens for the current users team.

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Frequently Asked Questions

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

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

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

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

The data sync between Natif 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 Natif 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 Natif and OneHash CRM?

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

Natif

About Natif

Natif.ai is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers advanced AI tools designed to automate tasks, improve decision-making, and increase operational efficiency. With Natif.ai, businesses can harness the power of AI to transform their workflows and gain a competitive edge in their industry.

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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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