Connect Onsched and Decision Vault to Build Intelligent Automations
Ready to use Onsched and Decision Vault automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Appointment
Create a new customer appointment with date, time, and location
Do thisActions
Action is the task that follows automatically within your Onsched integrations.
Create Appointment
Create a new appointment for a customer at a selected location, service, and resource(s), specifying start/end date and time and whether it's confirmed.
Create customer
Add a new customer to Onsched with their contact details and notification preferences.
Create Resource
Add a new resource (person, room, or equipment) with booking limits, contact details, and assigned services or locations.
Create a booking service
Create a new service customers can book and set its duration, availability, locations, and resources.
Search Matter
Pull information for a given matter (by id).
PreCreate Matter
Action creates a new matter and returns an invite link to send to the client.
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Frequently Asked Questions
To start, connect both your Onsched and Decision Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in Onsched triggers actions in Decision Vault (or vice versa).
Absolutely. You can customize how Onsched data is recorded in Decision Vault. This includes choosing which data fields go into which fields of Decision Vault, setting up custom formats, and filtering out unwanted information.
The data sync between Onsched and Decision Vault 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 Onsched and Decision Vault. 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 Onsched
Onsched is a powerful scheduling and booking platform designed to streamline appointment management for businesses. It offers customizable solutions to enhance customer engagement and optimize scheduling processes.
Learn MoreAbout Decision Vault
DecisionVault is a comprehensive platform designed to streamline and enhance decision-making processes for businesses and organizations. It offers tools and features that facilitate data-driven decisions, collaboration, and strategic planning.
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