Onehash

OneHash is a cloud-based CRM and ERP platform. AFI creates leads, contacts, and customers in OneHash via the OneHash REST API, authenticating with a token-based Authorization header using your API Key and API Secret.

What you’ll need

• An active OneHash account.
• Your Company subdomain, API Key, and API Secret.
• The Advanced Form Integration plugin installed and activated.

Save your OneHash credentials

1. In OneHash, go to User → API Access and click “Generate Keys”.
2. In WordPress, go to AFI → Settings → OneHash.
3. Enter your company subdomain, API Key, and API Secret.
4. Click Add Account and save.

Create the integration

1. Go to AFI → Add New.
2. Give the integration a name.
3. Under Trigger, pick your form plugin and form.
4. Under Action → Platform, select OneHash.
5. In Task, choose Add Lead, Add Contact, or Add Customer.
6. Select the saved OneHash account.
7. Map form fields.
8. Click Save Integration.

Tasks supported

Add Lead

Creates a lead in OneHash via POST /api/resource/Lead with lead name, email, company, status, source, campaign, address, and phone fields.

Add Contact

Creates a contact in OneHash via POST /api/resource/Contact with first/middle/last name, email, company, address, and phone fields.

Add Customer

Creates a customer in OneHash via POST /api/resource/Customer with customer name, type, group, territory, email, address, and phone fields.

Troubleshooting

“No OneHash credentials found”

Go to AFI → Settings → OneHash and enter your company subdomain, API Key, and API Secret.

Related docs

• Reading the Log
• Conditional Logic