Connect OneHash CRM and Narrato to Build Intelligent Automations

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OneHash CRM

When this happens...

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

New Task

New Task

Triggers when a new task is created inside a project.

Update Task

Update Task

Triggers when task is updated.

Request a new Trigger for OneHash CRM

Do thisActions

Action is the task that follows automatically within your OneHash CRM integrations.

Create new lead

Create new lead

Create a new lead in OneHash CRM

Update lead details

Update lead details

Update a lead's details in OneHash CRM.

Create a record

Create a record

Create a record in OneHash CRM.

Get all Project

Get all Project

Get details of all Projects in a Workspace

Get all Workspaces

Get all Workspaces

Get details all workspaces associated with a user.

Find Task

Find Task

Find a task inside the workspace and/or project to update the details optionally , create a task if not found.

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Frequently Asked Questions

How do I start an integration between OneHash CRM and Narrato?

To start, connect both your OneHash CRM and Narrato accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Narrato (or vice versa).

Can we customize how data from OneHash CRM is recorded in Narrato?

Absolutely. You can customize how OneHash CRM data is recorded in Narrato. This includes choosing which data fields go into which fields of Narrato, setting up custom formats, and filtering out unwanted information.

How often does the data sync between OneHash CRM and Narrato?

The data sync between OneHash CRM and Narrato typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from OneHash CRM to Narrato?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between OneHash CRM and Narrato?

Yes, you can set conditional logic to control the flow of data between OneHash CRM and Narrato. 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

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.

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Narrato

About Narrato

Narrato is a comprehensive content creation and collaboration platform designed to streamline the content production process. It offers tools for content planning, writing, editing, and team collaboration, making it ideal for content marketers, writers, and editors.

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