Connect Onsched and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Appointment
Choose an Action
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contact
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Ready to use Onsched and Kylas CRM automations
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
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
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.
Create or Update Lead
Create a lead in Kylas CRM; optionally update or skip if a duplicate lead is found.
Create Contact
Creates a Contact on Kylas CRM.
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Frequently Asked Questions
To start, connect both your Onsched and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Onsched triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how Onsched data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Onsched and Kylas 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 Onsched and Kylas 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 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 Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
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