Connect OnePage CRM and Commerce Layer to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for OnePage CRM
Choose an Action
Automatically do this!
Create Customer Group
Create a Customer
Delete a Customer
Update Customer Group
Create price lists
Create a Shipping Category
Create a SKU's
Update Customer
Create a Price
Create Stock Location
Create Stock Item
Create Gift Card Recipients
Create Shipping Category
Create a Merchant
Update a Merchant
Update a Price List
Find SKU
Ready to use OnePage CRM and Commerce Layer automations
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Gift Card Created
Trigger's when new gift card created.
New Customer created
Trigger's when new customer is created
New Promotion
Trigger's when new promotion is created.
Customer Deleted
Trigger's when a customer is deleted.
Gift Card activated
Trigger's when gift card is activated.
Gift Card Deactivated
Trigger's when gift card is deactivated.
Do thisActions
Action is the task that follows automatically within your OnePage CRM integrations.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
Create Note
Create a new note
Create Action
Create a new action
Update Deal
Update a specific deal
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Frequently Asked Questions
To start, connect both your OnePage CRM and Commerce Layer accounts to viaSocket. Once connected, you can set up a workflow where an event in OnePage CRM triggers actions in Commerce Layer (or vice versa).
Absolutely. You can customize how OnePage CRM data is recorded in Commerce Layer. This includes choosing which data fields go into which fields of Commerce Layer, setting up custom formats, and filtering out unwanted information.
The data sync between OnePage CRM and Commerce Layer 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 OnePage CRM and Commerce Layer. 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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn MoreAbout Commerce Layer
Commerce Layer is a fast, flexible, and highly secure REST API, designed to empower you to create innovative and scalable eCommerce solutions with ease. Ask ChatGPT
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