Connect Reflect and OneHash CRM to Build Intelligent Automations

Choose a Trigger

Reflect

When this happens...

Choose an Action

OneHash CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Link

New Link

Triggers when a new link is created

New Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

Request a new Trigger for Reflect

Do thisActions

Action is the task that follows automatically within your Reflect integrations.

Create Note

Create Note

Creates a Note with supplied HTML or Markdown.

Create Link

Create Link

Creates a Link inside of Reflect.

Append to Daily Note

Append to Daily Note

Appends text to the daily note

List Graphs

List Graphs

Get a list of all graphs.

Create new lead

Create new lead

Create a new lead in OneHash CRM

Update lead details

Update lead details

Update a lead's details in OneHash CRM.

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Frequently Asked Questions

How do I start an integration between Reflect and OneHash CRM?

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

Can we customize how data from Reflect is recorded in OneHash CRM?

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

How often does the data sync between Reflect and OneHash CRM?

The data sync between Reflect and OneHash CRM 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 Reflect to OneHash CRM?

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 Reflect and OneHash CRM?

Yes, you can set conditional logic to control the flow of data between Reflect and OneHash 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.

Reflect

About Reflect

Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.

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OneHash CRM

About OneHash CRM

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.

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