Connect OneHash CRM and TeamWave to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Create Task
List Project Timelog
List Project Share
Get Project Settings
Get PM User Permission
List Taskgroups
List Tasks
List Events
List Project Milestone
List Files
List Deal Custom Filter
List Pipelines
List People
Get Company Custom Filters
Get General settings
List Crm Tags
List Employees
Get Logged-in user permission
Create Person
Add Follower
Create Activity
List Activities Type
Create Deal
Create Milestone
List Projects
Update Milestone
Create Organization
Update Organization
Update Person
Create Task List
Update Task
Ready to use OneHash CRM and TeamWave automations
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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
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.
Create Task
Creates a new task
List Project Timelog
List all project timelogs.
List Project Share
List all project shares.
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Frequently Asked Questions
To start, connect both your OneHash CRM and TeamWave accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in TeamWave (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in TeamWave. This includes choosing which data fields go into which fields of TeamWave, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and TeamWave 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 TeamWave. 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 TeamWave
TeamWave is a comprehensive business productivity platform that integrates project management, CRM, and HR tools to streamline your business operations. It offers a unified solution to manage projects, track sales, and handle employee data efficiently.
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