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

Automatically do this!
Create Contact
Create Job
Find Jobs
List All Job Contacts
List All Notes
List All Orders
List All Users
Find contact of studio
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.
Finds a lead using the provided fields and creates a new lead if none is found.
Create a new contact in VSCO Workspace address book using the provided details and optional custom fields.
Create a new job in VSCO Workspace (Tave), including name, stage, dates, and optional lead details.

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To start, connect both your OneHash CRM and VSCO Workspace accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in VSCO Workspace (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in VSCO Workspace. This includes choosing which data fields go into which fields of VSCO Workspace, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and VSCO Workspace 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 VSCO Workspace. 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 MoreTave is a comprehensive business management platform designed specifically for photographers and creative professionals. It offers tools for managing clients, projects, and finances, helping users streamline their workflow and grow their business.
Learn More