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

Automatically do this!
Create Post
Find Posts
Create New User
Update User
Delete an User
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
Trigger when a new post is created.
Trigger when a specified post updated.
Trigger when a new comment posted.
Trigger when a post is deleted.
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 post in Wordpress.
Search and retrieve posts from your WordPress site using filters like keywords, author, category, or date.

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To start, connect both your OneHash CRM and Wordpress accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Wordpress (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Wordpress. This includes choosing which data fields go into which fields of Wordpress, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Wordpress 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 Wordpress. 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 MoreWordPress is a free and open-source content management system (CMS) based on PHP & MySQL. Features include a plugin architecture and a template system, referred to inside WordPress as Themes.
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