Connect OneHash CRM and Robocorp to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Create Assets
Create Assistant
Create Asset Upload
Search Assistants
Search Processes
Search Assets
Delete Asset
Create New Task Package
Create work item
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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
Process Run completed
Triggers when a process run is completed.
Process Run Unresolved
Triggers when a process run is Unresolved.
Process Run Started
Triggers when a process run is started.
Assistant created
Trigger when a Assistant 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.
Find Or Create Lead
Finds a lead using the provided fields and creates a new lead if none is found.
Create Assets
Creates a new asset.
Create Assistant
Creates an new assistant.
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Frequently Asked Questions
To start, connect both your OneHash CRM and Robocorp accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Robocorp (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Robocorp. This includes choosing which data fields go into which fields of Robocorp, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Robocorp 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 Robocorp. 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 Robocorp
Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.
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