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

Automatically do this!
Create project
Create client
Create Person
Create role
Create skill
Assign person to project
Find project
Find a client
Find role
Find Person
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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.
Create a new Runn project for the chosen client, with optional budget, team, and rate settings.
Create a new client in Runn using a name and optional website.
Add a person to Runn so they can be assigned a role, team, and schedule.

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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 Runn accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Runn (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Runn. This includes choosing which data fields go into which fields of Runn, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Runn 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 Runn. 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 MoreRunn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.
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