Integrations OneHash Chat Cash Flow Portal
OneHash Chat + Cash Flow Portal

Connect OneHash Chat and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

OneHash Chat

When this happens...

Choose an Action

Cash Flow Portal

Automatically do this!

Enable Integrations or automations with these events of OneHash Chat and Cash Flow Portal

Enable Integrations or automations with these events of OneHash Chat and Cash Flow Portal

Triggers

New Message is Created

New Message is Created

Triggers when a new messsage is created.

New Conversation is Created

New Conversation is Created

Triggers when a new conversation is created.

Conversation is Updated

Conversation is Updated

Triggers when an existing conversation is update.

Conversation Status is Changed

Conversation Status is Changed

Triggers when a conversation status is changed.

Contact Created

Contact Created

Triggers when a new contact is created.

Contact Updated

Contact Updated

Triggers when an existing contact is updated.

Request a new Trigger for OneHash Chat

Actions

Create a Contact

Create a Contact

Creates a new contact.

Get all Contacts

Get all Contacts

Listing all the resolved contacts.

Get a Contact

Get a Contact

Get a contact belonging to the account using ID.

Delete a Contact

Delete a Contact

Removes an existing contact.

Update a Contact

Update a Contact

Update a contact belonging to the account using ID.

Get all Conversations Details

Get all Conversations Details

Get all details regarding a conversation with all messages in the conversation.

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Frequently Asked Questions

How do I start an integration between OneHash Chat and Cash Flow Portal?

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

Can we customize how data from OneHash Chat is recorded in Cash Flow Portal?

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

How often does the data sync between OneHash Chat and Cash Flow Portal?

The data sync between OneHash Chat and Cash Flow Portal 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 Chat to Cash Flow Portal?

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 Chat and Cash Flow Portal?

Yes, you can set conditional logic to control the flow of data between OneHash Chat and Cash Flow Portal. 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 Chat

About OneHash Chat

OneHash Chat is a comprehensive communication platform designed to streamline interactions and enhance collaboration within organizations. It offers a suite of features including real-time messaging, file sharing, and integration with various business tools to ensure seamless workflow and productivity.

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Cash Flow Portal

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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