Connect Onsched and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Appointment
Choose an Action
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
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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 Activity
Triggers when an activity is created.
New Delivery
Triggers when a new delivery is created.
New Document
Tiggers when a new document is created .
New Opportunity
Triggers when a new opportunity is created.
New Organization
Triggers when a new organization is created.
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 Activity
Add a new activity in WebCRM with date, assignee, description and optional links to organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
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Frequently Asked Questions
To start, connect both your Onsched and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Onsched triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Onsched data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Onsched and webCRM 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 webCRM. 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.
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