
When this happens...
Booking Created
Booking Rescheduled
Booking Cancelled

Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Activates instantly when a new booking is created, triggering immediate workflow initiation.
Activates instantly when a booking is rescheduled, triggering immediate workflow initiation.
Activates instantly when a booking is cancelled, triggering immediate workflow initiation.
A new expense in Clientary.
Triggered when a new project is created in Clientary.
Triggered when a new client is created in Clientary.
Action is the task that follows automatically within your Cal.com integrations.
List all attendees
List all booking references.
List all destination calendars
List all event types
List all memberships.
List all payments.

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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.com and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal.com triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Cal.com data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.
The data sync between Cal.com and Clientary 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.com and Clientary. 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.
Cal.com is a versatile scheduling platform designed to streamline appointment booking and calendar management. It offers seamless integration with various calendar services, making it easy to schedule meetings, events, and appointments.
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