Integrations OnePage CRM Wildapricot
OnePage CRM + Wildapricot

Connect OnePage CRM and Wildapricot to Build Intelligent Automations

Choose a Trigger

OnePage CRM

When this happens...

Choose an Action

Wildapricot

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created in your Wild Apricot account.

New Membership

New Membership

Triggers when a new membership is created in your Wild Apricot account.

New Invoice

New Invoice

Triggers when a new invoice is created in your Wild Apricot account.

New Payment

New Payment

Triggers when a new payment is created in your Wild Apricot account.

New Event

New Event

Triggers when a new event is created in your Wild Apricot account.

New Refund

New Refund

Triggers when a new refund is created in your Wild Apricot account.

Do thisActions

Action is the task that follows automatically within your OnePage CRM integrations.

Create Contact hold

Create Contact hold

Creates a new contact in OnePageCRM.

Create Call

Create Call

Create a call

Create Deal

Create Deal

Create a new deal

Create Note

Create Note

Create a new note

Create Action

Create Action

Create a new action

Update Deal

Update Deal

Update a specific deal

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Frequently Asked Questions

How do I start an integration between OnePage CRM and Wildapricot?

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

Can we customize how data from OnePage CRM is recorded in Wildapricot?

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

How often does the data sync between OnePage CRM and Wildapricot?

The data sync between OnePage CRM and Wildapricot 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 OnePage CRM to Wildapricot?

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 OnePage CRM and Wildapricot?

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

OnePage CRM

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.

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Wildapricot

About Wildapricot

Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.

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