Connect OneHash CRM and Financial Cents to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Find Clients
Create Contact
Create Client
Update Contact
Find Contacts
Find Templates
Create Project Resources
Update Client
Ready to use OneHash CRM and Financial Cents automations
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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 Contact
Triggers when a new contact is created.
New Client
When new client is created
Update Contact
Trigge when contact updated
Update Client
Trigger when client updated
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 Clients
Finds a client based on name.
Create Contact
Create a new contact.
Create Client
Create a client
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Frequently Asked Questions
To start, connect both your OneHash CRM and Financial Cents accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Financial Cents (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Financial Cents. This includes choosing which data fields go into which fields of Financial Cents, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Financial Cents 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 Financial Cents. 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 Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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