Connect Cal ID and M1 Finance 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 M1 Finance
Enable Integrations or automations with these events of Cal ID and M1 Finance
Enable Integrations or automations with these events of Cal ID and M1 Finance
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.
Actions
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 M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal ID triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Cal ID data is recorded in M1 Finance. This includes choosing which data fields go into which fields of M1 Finance, setting up custom formats, and filtering out unwanted information.
The data sync between Cal ID and M1 Finance 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 M1 Finance. 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 M1 Finance
M1 Finance is a comprehensive financial platform that combines investing, borrowing, and spending in one place. It offers users the ability to create custom investment portfolios, access low-cost borrowing, and manage their finances with ease. With its intuitive interface and automated features, M1 Finance empowers individuals to take control of their financial future.
Learn More
