
When this happens...
Create Appointment

Automatically do this!
Create Prospect/Add Prospect to Sequence OH HOLD
Assign Prospect Tag
Mark Prospect Status
Update Prospect Status
When this happensTriggers
A trigger is an event that starts a workflow.
Create a new customer appointment with date, time, and location
Action is the task that follows automatically within your Onsched integrations.
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.
Add a new customer to Onsched with their contact details and notification preferences.
Add a new resource (person, room, or equipment) with booking limits, contact details, and assigned services or locations.
Create a new service customers can book and set its duration, availability, locations, and resources.
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
Assign one or more existing or new tags to a prospect identified by email.

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To start, connect both your Onsched and Saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in Onsched triggers actions in Saleshandy (or vice versa).
Absolutely. You can customize how Onsched data is recorded in Saleshandy. This includes choosing which data fields go into which fields of Saleshandy, setting up custom formats, and filtering out unwanted information.
The data sync between Onsched and Saleshandy 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 Saleshandy. 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.
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 MoreWith Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
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