AFI
OneHash AI
OneHash is an all-in-one business suite (CRM, ERP, helpdesk) built on the open-source ERPNext platform. Advanced Form Integration sends form submissions to OneHash as new leads, contacts, or customers.
What you’ll need
- An active OneHash account.
- Your OneHash Company Name (the prefix in your portal URL).
- A OneHash API Key and API Secret (instructions on the AFI OneHash settings page).
- The Advanced Form Integration plugin installed and activated.
Connect OneHash to AFI
- In WordPress, go to AFI → Settings.
- Enable OneHash and click Save Changes.
- Open the OneHash tab. Find the in-page instructions on locating your API Key and API Secret.
- Enter Company Name, API Key, and API Secret.
- Click Save Changes.
Create the integration
- Go to AFI → Add New.
- Configure the trigger.
- In Action → Platform, select OneHash.
- In Task, choose Add Lead, Add Contact, or Add Customer depending on the record type you want to create.
- Map the form fields:
- Email (required), Name.
- Custom OneHash fields (visible based on the chosen record type).
- Optional: configure Conditional Logic.
- Click Save Integration.
Tasks supported
Add Lead
Creates a new lead: used for inbound, unqualified contacts.
Add Contact
Creates a known person record, typically tied to an existing customer.
Add Customer
Creates a customer record. Use when you onboard customers and want them to exist in OneHash before they ever submit a related ticket or invoice.
Conditional logic example
Create a OneHash Lead when the form’s qualification_status field is “new”. Already-qualified inquiries create a Contact + Customer pair via separate integrations.
Troubleshooting
Integration doesn’t fire
Open AFI → Log and find the most recent entry. The log shows the request payload sent to OneHash and the response received, usually pointing straight at the cause.
“Authentication failed”
OneHash requires Company Name, API Key, AND API Secret. The Company Name is just the prefix. Don’t include .onehash.ai or any path.