TidyCal and Salesflare
How to connect TidyCal
- Via Zapier — 22 operations available. Set it up ↗
- Via Make — 4 modules available. Set it up ↗
What you can automate
- When new Booking in TidyCal, create meeting, then create call in Salesflare.
- When new Booking Type in TidyCal, create meeting, then create call in Salesflare.
- When new Contact in TidyCal, find or create contact in Salesflare.
- When payment Completed in TidyCal, create opportunity, then find or create contact in Salesflare.
- When store Order Completed in TidyCal, create opportunity, then find or create contact in Salesflare.
- When new Team Booking in TidyCal, create meeting, then create call in Salesflare.
About TidyCal
TidyCal is simple and easy calendar management and booking tool.
TidyCal operations on Zapier
Triggers (13)
Start a workflow when this happens
- Cancelled Booking — Triggers when a booking is cancelled.
- New Booking — Triggers when a booking is created.
- New Booking Type — Lists the booking types.
- New Contact — Triggers when a contact is added.
- New Team — Lists the teams.
Show 8 more triggers
- New Team Booking — Lists the team bookings.
- New Team User — Lists the team users.
- Payment Completed — Triggers when a booking payment is completed.
- Payment Refunded — Triggers when a booking payment is refunded, in full or in part.
- Rescheduled Booking — Triggers when a booking is rescheduled.
- Store Order Completed — Triggers when a Store order is paid.
- Subscription Cancelled — Triggers when a booking subscription is cancelled.
- Subscription Started — Triggers when a contact starts a booking subscription.
Actions (6)
Things Salesflare can make it do
- Add Guest to Booking — Adds a guest to an existing booking. The guest gets their own booking at the same time.
- Cancel Booking — Cancels a booking.
- Create Booking — Books a time on one of your booking types for a contact.
- Create Booking Type — Creates a new booking type.
- Create or Update Contact — Creates a contact, or updates the one that already has this email address.
Show 1 more actions
- Reschedule Booking — Moves a booking to a new start time.
Searches (3)
Look up existing records
- Find Available Times — Finds the open time slots of a booking type in a date range.
- Find Booking — Finds a booking by its ID or by the booker's email address.
- Find Contact — Finds a contact by email address.
TidyCal operations on Make
Triggers (3)
Start a workflow when this happens
- Watch Booking Canceled — Triggers when an existing booking is canceled.
- Watch New Booking — Triggers when a new booking is created.
- Watch New Contact — Triggers when a new contact is created.
Actions (1)
Things Salesflare can make it do
- Make an API Call — Performs an arbitrary authorized API call.
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