Connect Trafft and OneHash CRM to Build Intelligent Automations

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Trafft

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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.

Appointment Booked

Appointment Booked

Triggered when a appointment is booked in Trafft.

Appointment Canceled

Appointment Canceled

Triggered when an appointment is canceled in Trafft.

Appointment Rescheduled

Appointment Rescheduled

Triggered when an existing appointment is rescheduled in Trafft.

Appointment Status Changed

Appointment Status Changed

Triggered when an existing appointment status is changed in Trafft.

New Customer

New Customer

Triggers when a customer is created in Trafft.

New Record

New Record

runs when new record is created

Do thisActions

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

Create Booking

Create Booking

Creates a new bookings in Trafft.

List All Services

List All Services

Retrieves a list of all services.

Create Customer

Create Customer

Create's a new customer.

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.

Create a record

Create a record

Create a record in OneHash CRM.

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Frequently Asked Questions

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

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

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

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

The data sync between Trafft 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 Trafft 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 Trafft and OneHash CRM?

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

Trafft

About Trafft

Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.

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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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