Connect Onsched and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Appointment
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
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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
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
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 a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
Know More About Onsched and Solve Crm Integrations
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Frequently Asked Questions
To start, connect both your Onsched and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Onsched triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Onsched data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Onsched and Solve 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 Solve 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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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