Connect Sanity and OneHash CRM to Build Intelligent Automations
Ready to use Sanity and OneHash CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
Do thisActions
Action is the task that follows automatically within your Sanity integrations.
Create project
Create a new project with a display name and optional organization ID
Update Project
Modify an existing Sanity project's name, settings, or metadata.
Delete Project
Delete a specific project.
Update Role
Update the details of specific role.
Delete Role
Delete a specific role by its id.
Create new lead
Create a new lead in OneHash CRM
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Frequently Asked Questions
To start, connect both your Sanity and OneHash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanity triggers actions in OneHash CRM (or vice versa).
Absolutely. You can customize how Sanity 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.
The data sync between Sanity and OneHash 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 Sanity 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.
About Sanity
Sanity is a platform for structured content that allows teams to build and manage digital experiences with ease. It provides a flexible and customizable content management system (CMS) that adapts to your needs, enabling seamless collaboration and efficient content delivery.
Learn MoreAbout 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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