Integrations OneHash CRM TimelinesAI
OneHash CRM + TimelinesAI

Connect OneHash CRM and TimelinesAI to Build Intelligent Automations

Choose a Trigger

OneHash CRM

When this happens...

Choose an Action

TimelinesAI

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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

New Uploaded File

New Uploaded File

Triggers when new uploaded_file is created.

New Whatsapp Account

New Whatsapp Account

Triggers when new whatsapp_accounts is created.

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.

Send Message to New Chat

Send Message to New Chat

Sends a message to a new chat.

Send Uploaded File to Existing Chat

Send Uploaded File to Existing Chat

Sends an uploaded file to an existing chat.

Send Message to Existing Chat

Send Message to Existing Chat

Sends a message to an already existing chat.

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Frequently Asked Questions

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

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

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

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

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

The data sync between OneHash CRM and TimelinesAI 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 TimelinesAI?

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 TimelinesAI?

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

About TimelinesAI

TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.

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