Connect Skyvern and OneHash CRM to Build Intelligent Automations

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Skyvern

When this happens...

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OneHash CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Skyvern Workflow

New or Updated Skyvern Workflow

Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.

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 Skyvern

Do thisActions

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

Run a Workflow

Run a Workflow

Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.

Create and Run a Task V2

Create and Run a Task V2

Create and run a complicated goal.

Create and Run a Task

Create and Run a Task

Creates and starts a Skyvern task for a given URL and prompt, returning the task run ID, initial status, and app URL.

Get a Task

Get a Task

Fetch the full details of a specific task by its Task ID.

Create a session

Create a session

Start a new Skyvern browser session. Optionally set a session timeout and choose a proxy location.

Create new lead

Create new lead

Create a new lead in OneHash CRM

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Skyvern 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 Skyvern and OneHash CRM?

The data sync between Skyvern 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 Skyvern 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 Skyvern and OneHash CRM?

Yes, you can set conditional logic to control the flow of data between Skyvern 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.

Skyvern

About Skyvern

Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.

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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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