Connect OneHash CRM and Float to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Create Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Logged Time
Create Department
Create Milestone
Create Person
Create Phase
Create Project Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Project Task
Update Allocation
Update Logged Time
Find Project
Find Allocation
Create Project
Update Project
Update Client
Update Department
Ready to use OneHash CRM and Float 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 Milestone
Triggers when a new milestone is created.
New Person
Triggers when a new milestone is person.
New Phase
Triggers when a new phase is created.
New Project
Triggers when a new project is 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.
Create Client
creates a new client.
List All Clients
Retrieves the list of all clients
List All Department
Retrieves the list of all department.
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Frequently Asked Questions
To start, connect both your OneHash CRM and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Float (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Float. This includes choosing which data fields go into which fields of Float, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Float 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 Float. 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 Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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