Connect Callingly and TidyCal to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ends
New Lead Is Created
Lead Is Updated
Choose an Action
Automatically do this!
List Bookings
List Teams
Get Booking Details
Cancel Booking
Create booking
List Booking Types
Ready to use Callingly and TidyCal automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ends
Runs when call ends
New Lead Is Created
Runs when new lead is created
Lead Is Updated
Runs when lead is tagged or its status is updated.
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.
Do thisActions
Action is the task that follows automatically within your Callingly integrations.
Create Client
Create a new client and return the client's details.
Call Lead
Connect a lead to the first available team member by phone.
Schedule Call
Create or update a lead and schedule your team to call them at a chosen time.
Create Team
Create a new team
List Bookings
Get a list of bookings.
List Teams
Get a list of teams.
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Frequently Asked Questions
To start, connect both your Callingly and TidyCal accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in TidyCal (or vice versa).
Absolutely. You can customize how Callingly data is recorded in TidyCal. This includes choosing which data fields go into which fields of TidyCal, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and TidyCal 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 Callingly and TidyCal. 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 Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
Learn MoreAbout 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.
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