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

Automatically do this!
Create Highlight
Update Highlight
Delete Highlight
Create Tag for Highlight
Update Tag for Highlight
Delete Tag for Highlight
Create Tag for Book
Update Tag for Book
Delete Tag for book
Search Books
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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.
Creates a Highlight.
Updates an existing Highlight.
Delete an existing Highlight .

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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 Readwise accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Readwise (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Readwise. This includes choosing which data fields go into which fields of Readwise, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Readwise 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 Readwise. 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 MoreReadwise is a platform designed to help users manage and revisit their digital highlights and notes from various reading sources. It allows users to sync their highlights from Kindle, Instapaper, Pocket, and other reading apps, and then surfaces these highlights through daily emails and a web app to reinforce learning and retention.
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