Connect OneHash CRM and Cal ID to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
record is created or updated
Choose an Action
Automatically do this!
Get Availablility
Create Booking
List Teams
List Team Schedules
List Team Event Types
Reserve Team Slot
Find Available Time Slots
List Bookings
Cancel Booking By ID
Reschedule Booking
List Event Type
Ready to use OneHash CRM and Cal ID automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
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
Do thisActions
Action is the task that follows automatically within your OneHash CRM integrations.
Create new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
Create a record
Create a record in OneHash CRM.
Find Or Create Lead
Finds a lead using the provided fields and creates a new lead if none is found.
Get Availablility
Show free slots between dates
Create Booking
Create event (time and guests)
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Frequently Asked Questions
To start, connect both your OneHash CRM and Cal ID accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash CRM triggers actions in Cal ID (or vice versa).
Absolutely. You can customize how OneHash CRM data is recorded in Cal ID. This includes choosing which data fields go into which fields of Cal ID, setting up custom formats, and filtering out unwanted information.
The data sync between OneHash CRM and Cal ID 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 OneHash CRM and Cal ID. 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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
Learn MoreAbout 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 More
