Connect Cal ID and Zoho Books 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 Invoice
Create Customer
Find Invoice
Create Item
Create Estimate
Get all Invoices
Find a Customer
Create a Bill
Ready to use Cal ID and Zoho Books 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 Invoice
Creates a new invoice for a selected customer.
Create Customer
Creates a new customer.
Find Invoice
Finds an existing Invoice.
Create Item
Creates a new item.
Create Estimate
Generates a new estimate for a customer or lead.
Get all Invoices
Get a list of all invoices.
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Frequently Asked Questions
To start, connect both your Cal ID and Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal ID triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how Cal ID data is recorded in Zoho Books. This includes choosing which data fields go into which fields of Zoho Books, setting up custom formats, and filtering out unwanted information.
The data sync between Cal ID and Zoho Books 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 Zoho Books. 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 Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
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