Connect Cal ID and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Created
Booking Cancelled
Booking Rescheduled
Booking Requested
New Form Submitted
Form Submitted No Event
Booking Rejected
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Ready to use Cal ID and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Created
Triggers when new booking is created.
Booking Cancelled
Triggers when new booking is cancelled.
Booking Rescheduled
Triggers when a new booking is rescheduled.
Booking Requested
Triggers when a Booking Requested
New Form Submitted
This triggers when a form is submitted.
Form Submitted No Event
Triggers when a form is not submitted.
Do thisActions
Action is the task that follows automatically within your Cal ID integrations.
Get Availablility
Show free slots between dates
Create Booking
Create event (time and guests)
List Teams
Show all teams in your account to view or manage team calendars (supports filters, sorting, and pagination).
List Team Schedules
See your team’s upcoming events, meetings, and availability to plan and avoid scheduling conflicts.
List Team Event Types
Show all event types for team
Reserve Team Slot
Book a team calendar slot
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Frequently Asked Questions
To start, connect both your Cal ID and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal ID triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Cal ID data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Cal ID and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cal ID and Capsule 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.
About Cal ID
OneHash Cal is a comprehensive calendar application designed to streamline scheduling and time management for individuals and teams. It offers features such as event scheduling, reminders, and integration with other productivity tools to enhance efficiency and organization.
Learn MoreAbout Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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