Connect Onfleet and OnePage CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Created
Choose an Action
Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
Ready to use Onfleet and OnePage CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Triggers when an Onfleet task is created.
Do thisActions
Action is the task that follows automatically within your Onfleet integrations.
Create Task
Creates a pickup or dropoff task.
List Administrators
Get all the administrators
Delete Task
Delete a active task
Clone Task
Clones a existing task
List Workers
Returns a collection of all workers in your organization.
Get Workers by Location
You may provide a coordinate pair along with a radius to get a list of workers who are currently within a certain target area.
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Frequently Asked Questions
To start, connect both your Onfleet and OnePage CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Onfleet triggers actions in OnePage CRM (or vice versa).
Absolutely. You can customize how Onfleet data is recorded in OnePage CRM. This includes choosing which data fields go into which fields of OnePage CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Onfleet and OnePage CRM 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 Onfleet and OnePage CRM. 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 Onfleet
Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.
Learn MoreAbout 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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