When this happens...
Booking Created
Booking Cancelled
Booking Rescheduled
Booking Requested
New Form Submitted
Form Submitted No Event
Booking Rejected

Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new booking is created.
Triggers when new booking is cancelled.
Triggers when a new booking is rescheduled.
Triggers when a Booking Requested
This triggers when a form is submitted.
Triggers when a form is not submitted.
Action is the task that follows automatically within your Cal ID integrations.
Deletes an existing company by its company Id
Creates a new Todo
Create a new Communication Record
Creates a new person
Create a new Project
Creates a new Timeline Event

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Cal ID and Cloze accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal ID triggers actions in Cloze (or vice versa).
Absolutely. You can customize how Cal ID data is recorded in Cloze. This includes choosing which data fields go into which fields of Cloze, setting up custom formats, and filtering out unwanted information.
The data sync between Cal ID and Cloze 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 Cloze. 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.
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 MoreCloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
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