Connect OneHash CRM and Deputy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Get Company
Add an employee
Add a location
Get timesheets
Create a Department
Start an employees timesheet
Get Locations
Get employees
Get Operational Units
Get a list of rosters
Ready to use OneHash CRM and Deputy automations
Actions and Triggers
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 Employee
Trigger when there is a new employee in created.
New Department
Trigger when a new department created.
New Location
Trigger when new location in created.
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.
Get Company
Get Company details
Add an employee
Create a new staff member.
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Frequently Asked Questions
To start, connect both your OneHash CRM and Deputy accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Deputy (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Deputy. This includes choosing which data fields go into which fields of Deputy, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Deputy 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 Deputy. 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 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 MoreAbout Deputy
Deputy is a comprehensive workforce management solution that simplifies scheduling, timesheets, tasking, and communication for businesses. It helps streamline operations and improve productivity by automating administrative tasks.
Learn More
