Connect OneHash CRM and Autopilot
Integrate OneHash CRM with Autopilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular OneHash CRM + Autopilot flows
Start from a real workflow other teams are already running.
Choose a trigger
OneHash CRM
When this happens...
New Record
record is created or updated
Choose an action
Autopilot
Automatically do this!
Create Client
Update Client
Find Clients
Add Client Address
Create Job
Update Job
Find Jobs
Create Invoice
Update Invoice
Record Invoice Payment
Find Invoices
Create Estimate
Update Estimate
Find Estimates
Add Line Item
Create Client in Autopilot when New Record in OneHash CRM
Use this flowUpdate Client in Autopilot when New Record in OneHash CRM
Use this flowFind Clients in Autopilot when New Record in OneHash CRM
Use this flowAdd Client Address to Autopilot when New Record in OneHash CRM
Use this flowCreate Job in Autopilot when New Record in OneHash CRM
Use this flowUpdate Job in Autopilot when New Record in OneHash CRM
Use this flowFind Jobs in Autopilot when New Record in OneHash CRM
Use this flowCreate Invoice in Autopilot when New Record in OneHash CRM
Use this flowUpdate Invoice in Autopilot when New Record in OneHash CRM
Use this flowRecord Invoice Payment in Autopilot when New Record in OneHash CRM
Use this flowSupported Triggers & Actions
Everything you can automate between OneHash CRM and Autopilot.
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
New Client
Runs when a new client or lead is added. Optionally only clients or only leads.
Updated Client
Runs when a client changes, including addresses and tags.
New Job
Runs when a new job is created.
Updated Job
Runs when a job is updated, optionally only for a chosen status.
Do thisActions
Action is the task that follows automatically within your OneHash CRM integrations.
Create new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
Create a record
Create a record in OneHash CRM.
Find Or Create Lead
Finds a lead using the provided fields and creates a new lead if none is found.
Create Client
Create a client or lead with contact details, service address and tags.
Update Client
Update a client's contact info, type, billing address, notes or preferences. Requires client ID; empty fields unchanged.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
Top Real-World Use Cases of OneHash CRM You Can Automate with viaSocket
Discover how viaSocket automates OneHash CRM with no-code integrations to Slack, Razorpay, Zendesk, HubSpot, and Google Sheets, plus five real-use cases.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating OneHash CRM and Autopilot free
No credit card required. Set up your first workflow in minutes.
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.
Learn moreSimilar apps
About Autopilot
Autopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your OneHash CRM and Autopilot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between OneHash CRM and Autopilot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Autopilot. No coding required.
Yes. You can set up a workflow where OneHash CRM triggers actions in Autopilot, and a separate workflow where Autopilot triggers actions in OneHash CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between OneHash CRM and Autopilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OneHash CRM and Autopilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
