Connect Weavely and OneHash CRM to Build Intelligent Automations

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Weavely

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 Form Submission

New Form Submission

Trigger fires on When someone opens or loads the form (before any submission).

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

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Do thisActions

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

Generate Form

Generate Form

Generates a Weavely form from a prompt.

Get Form Fields

Get Form Fields

String input for the path parameter FORM_ID required by GET /v1/forms/FORM_ID/fields.

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 Weavely and OneHash CRM?

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

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

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

The data sync between Weavely 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 Weavely 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 Weavely and OneHash CRM?

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

Weavely

About Weavely

Weavely is an innovative AI-powered platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers a suite of features that streamline workflows, automate tasks, and provide intelligent insights, making it an essential tool for businesses and individuals looking to leverage AI technology.

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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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