Connect TidyCal and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Bookings
Cancelled Booking
Rescheduled Booking
New Booking Type
New Contact
New Team
New Team Booking
New Team User
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use TidyCal and MyDocSafe automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Bookings
Triggers when a new booking is created in Tidycal.
Cancelled Booking
Triggers when a booking is cancelled in Tidycal.
Rescheduled Booking
Triggers when a booking is rescheduled.
New Booking Type
Lists the booking types.
New Contact
Triggers when a contact is added.
New Team
Lists the teams.
Do thisActions
Action is the task that follows automatically within your TidyCal integrations.
List Bookings
Get a list of bookings.
List Teams
Get a list of teams.
Get Booking Details
Get bookings details by booking ID
Cancel Booking
Cancel a booking by ID
Create booking
Create a new booking for a specific booking type.
List Booking Types
Get a list of booking types.
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Frequently Asked Questions
To start, connect both your TidyCal and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in TidyCal triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how TidyCal data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between TidyCal and MyDocSafe 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 TidyCal and MyDocSafe. 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 TidyCal
TidyCal is a simple, user-friendly scheduling tool designed to streamline the process of booking appointments and meetings. It allows users to set up their availability and share personalized booking links, making it easy for others to schedule time with them. TidyCal integrates with various calendar platforms, such as Google Calendar and Outlook, to automatically sync events and avoid double bookings. It’s popular for its clean interface, customizable settings, and time-saving features for both individuals and teams.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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