Connect NetHunt CRM and Thomson Reuters ONESOURCE to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
New Comment
New Call Logs
Updated Record
Choose an Action
Automatically do this!
- Request a new Action for Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of NetHunt CRM and Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of NetHunt CRM and Thomson Reuters ONESOURCE
Triggers
New Record
Trigger when a new record created.
New Comment
Trigger when new comment is created.
New Call Logs
Trigger when new call logs created.
Updated Record
Trigger when record updated.
Actions
Create Record
Create a new record
Update Record
Update a record
Delete Record
Delete a record
Create Comment
Create a new record comment
Find Record
Find records by ID or text query
Link Gmail Thread
This action Add a Gmail thread to a record.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your NetHunt CRM and Thomson Reuters ONESOURCE accounts to viaSocket. Once connected, you can set up a workflow where an event in NetHunt CRM triggers actions in Thomson Reuters ONESOURCE (or vice versa).
Absolutely. You can customize how NetHunt CRM data is recorded in Thomson Reuters ONESOURCE. This includes choosing which data fields go into which fields of Thomson Reuters ONESOURCE, setting up custom formats, and filtering out unwanted information.
The data sync between NetHunt CRM and Thomson Reuters ONESOURCE 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 NetHunt CRM and Thomson Reuters ONESOURCE. 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 NetHunt CRM
NetHunt CRM is a customer relationship management system for Gmail and Google Apps.
Learn MoreAbout Thomson Reuters ONESOURCE
Thomson Reuters ONESOURCE is a comprehensive tax and accounting software solution designed to streamline and automate tax compliance and reporting processes for businesses. It offers a suite of tools to manage global tax compliance, transfer pricing, and tax provision, ensuring accuracy and efficiency in tax operations.
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