
When this happens...
New Record
record is created or updated

Automatically do this!
Create User
Create Task
Create Activity Type
Create Board Stage
Create Simple Entity
Create Entity Notes
Create Department
Update User
Delete Board
Delete Entity
Create Scheduler
Create Scheduler Appointment
Create Tutorial Group
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When this happensTriggers
A trigger is an event that starts a workflow.
runs when new record is created
runs when record is created or updated
Triggers when a New Activity Type is created in Amwork.
Triggers when a Entity Types is created in Amwork.
Triggers when a document template is created in Amwork.
Triggers when a Notifications is created in Amwork.
Action is the task that follows automatically within your OneHash CRM integrations.
Create a new lead in OneHash CRM
Update a lead's details in OneHash CRM.
Create a record in OneHash CRM.
Create a user in amwork.
Create a task.
Create a new activity type.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your OneHash CRM and Amwork accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Amwork (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Amwork. This includes choosing which data fields go into which fields of Amwork, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Amwork 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 OneHash CRM and Amwork. 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.
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.
Learn MoreAmwork is a comprehensive platform designed to enhance team collaboration and productivity. It offers a suite of tools that facilitate seamless communication, project management, and task tracking, making it an ideal solution for businesses looking to streamline their workflows and improve team efficiency.
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