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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.
Retrieve ConvertAPI account details including email, API key, conversion usage, and account status.
Convert a publicly accessible DOCX file URL into a PDF and return the generated PDF download URL.
Convert a public PDF URL into JPG image(s) and return downloadable JPG file URL(s).

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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 ConvertApi accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in ConvertApi (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in ConvertApi. This includes choosing which data fields go into which fields of ConvertApi, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and ConvertApi 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 ConvertApi. 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 MoreConvertApi is a powerful online tool that provides a wide range of file conversion services. It allows users to convert various file formats such as documents, images, and PDFs with ease and efficiency. The platform is designed to handle complex conversion tasks, making it an ideal solution for businesses and individuals who need to convert files quickly and accurately.
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