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

Automatically do this!
Create Organization
Create URL Orb allow-list
Create Project
Create Environment Variable
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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
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.
Creates a organization.
Creates a new URL Orb allow-list entry
Creates a new Project.

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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 CircleCI accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in CircleCI (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in CircleCI. This includes choosing which data fields go into which fields of CircleCI, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and CircleCI 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 CircleCI. 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 MoreCircleCI is a leading continuous integration and delivery platform that automates the software development process, allowing teams to build, test, and deploy applications quickly and efficiently. It integrates seamlessly with popular version control systems and provides powerful tools for managing complex workflows, ensuring high-quality software delivery.
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