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

Automatically do this!
Create Contact
Send Email
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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.
Add a new contact to Minimo using an email, with optional phone and first/last name.
Send a transactional email to a recipient using a selected template and optional custom fields.

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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 minimo accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in minimo (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in minimo. This includes choosing which data fields go into which fields of minimo, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and minimo 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 minimo. 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 MoreMinimo is a versatile platform designed to streamline your digital experiences, offering tools for efficient project management and team collaboration. Enhance productivity with intuitive features tailored for modern workflows.
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