Connect Onsched and M1 Finance to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Appointment
Choose an Action
Automatically do this!
- Request a new Action for M1 Finance
Enable Integrations or automations with these events of Onsched and M1 Finance
Enable Integrations or automations with these events of Onsched and M1 Finance
Triggers
Create Appointment
Create a new customer appointment with date, time, and location
Actions
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.
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Frequently Asked Questions
To start, connect both your Onsched and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Onsched triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Onsched data is recorded in M1 Finance. This includes choosing which data fields go into which fields of M1 Finance, setting up custom formats, and filtering out unwanted information.
The data sync between Onsched and M1 Finance 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 M1 Finance. 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 M1 Finance
M1 Finance is a comprehensive financial platform that combines investing, borrowing, and spending in one place. It offers users the ability to create custom investment portfolios, access low-cost borrowing, and manage their finances with ease. With its intuitive interface and automated features, M1 Finance empowers individuals to take control of their financial future.
Learn More
