Connect OneHash CRM and Pinata to Build Intelligent Automations

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OneHash CRM

When this happens...

Choose an Action

Pinata

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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 Public File

New Public File

Trigger When a New Public File is uploaded .

New Public Group

New Public Group

Triggers when a New Public Group created.

New Private File

New Private File

Trigger When a New Private File is uploaded .

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.

Create Group

Create Group

Creates a grpoup in your Pinata account.

Search Groups

Search Groups

Search groups based on Filter.

Update Group

Update Group

Updates an existing Group.

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Frequently Asked Questions

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

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

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

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

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

The data sync between OneHash CRM and Pinata 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 Pinata?

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 Pinata?

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

About Pinata

Pinata is a cloud-based platform that simplifies the process of uploading and managing files on the IPFS (InterPlanetary File System) network. It offers secure, decentralized storage solutions with seamless API integration, making it ideal for developers, content creators, and businesses managing large amounts of data.

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