
When this happens...

Automatically do this!
Create Appointment
Create customer
Create resource
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When this happensTriggers
A trigger is an event that starts a workflow.
Starts a workflow when a customer books an appointment at the selected location.
Action is the task that follows automatically within your SimpleKPI integrations.
Add a KPI data entry with a date, actual and target values, and optional notes.
Update an existing KPI entry for a given date with new actual, target, or notes.
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.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SimpleKPI and Onsched accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in Onsched (or vice versa).
Absolutely. You can customize how SimpleKPI data is recorded in Onsched. This includes choosing which data fields go into which fields of Onsched, setting up custom formats, and filtering out unwanted information.
The data sync between SimpleKPI and Onsched 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 SimpleKPI and Onsched. 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.
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
Learn MoreOnsched 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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