Connect Cal ID and Clearpoint Strategy 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!
- Request a new Action for Clearpoint Strategy
Enable Integrations or automations with these events of Cal ID and Clearpoint Strategy
Enable Integrations or automations with these events of Cal ID and Clearpoint Strategy
Triggers
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.
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Frequently Asked Questions
To start, connect both your Cal ID and Clearpoint Strategy accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal ID triggers actions in Clearpoint Strategy (or vice versa).
Absolutely. You can customize how Cal ID data is recorded in Clearpoint Strategy. This includes choosing which data fields go into which fields of Clearpoint Strategy, setting up custom formats, and filtering out unwanted information.
The data sync between Cal ID and Clearpoint Strategy 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 Clearpoint Strategy. 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 Clearpoint Strategy
Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.
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