Connect Cal ID and Perfex 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 Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use Cal ID and Perfex CRM automations
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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.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
Create Proposal
Creates a new proposal in the system
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Frequently Asked Questions
To start, connect both your Cal ID and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal ID triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Cal ID data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Cal ID and Perfex 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 Perfex 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 Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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