Connect OneHash CRM and RotaCloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Update User
Delete a User
Create Shift
Create Role
Create Location
Create Leave
Assign User to Role
Delete Location
Delete Role
Assign User to Location
Find Location by ID
Find Location by Name
Find Role by ID
Find Role by Name
Find User by it's ID and Name
Ready to use OneHash CRM and RotaCloud automations
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
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.
Update User
Update an existing user by user id
Delete a User
Delete an existing user by user id
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Frequently Asked Questions
To start, connect both your OneHash CRM and RotaCloud accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in RotaCloud (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in RotaCloud. This includes choosing which data fields go into which fields of RotaCloud, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and RotaCloud 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 RotaCloud. 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 RotaCloud
Automate and streamline your staff scheduling and time management with RotaCloud integration.
Learn More
