Connect OneHash CRM and Slite to Build Intelligent Automations

Choose a Trigger

OneHash CRM

When this happens...

Choose an Action

Slite

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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

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.

Search Docs

Search Docs

Performs a search using keywords in the docs you have access to.

Fetch Doc

Fetch Doc

Returns a readable Doc by ID.

Create Doc

Create Doc

Creates a doc inside a parent doc or private channel.

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Frequently Asked Questions

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

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

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

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

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

The data sync between OneHash CRM and Slite 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 Slite?

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 Slite?

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

About Slite

Slite is a team collaboration app for creating, organizing, and sharing notes and documents. It allows real-time collaboration, rich text editing, and easy organization, helping teams stay aligned and efficient.

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