Connect Crystal Ball and TidyCal to Build Intelligent Automations

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Crystal Ball

When this happens...

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TidyCal

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Bookings

New Bookings

Triggers when a new booking is created in Tidycal.

Cancelled Booking

Cancelled Booking

Triggers when a booking is cancelled in Tidycal.

Rescheduled Booking

Rescheduled Booking

Triggers when a booking is rescheduled.

New Booking Type

New Booking Type

Lists the booking types.

New Contact

New Contact

Triggers when a contact is added.

New Team

New Team

Lists the teams.

Do thisActions

Action is the task that follows automatically within your Crystal Ball integrations.

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

List Bookings

List Bookings

Get a list of bookings.

List Teams

List Teams

Get a list of teams.

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Frequently Asked Questions

How do I start an integration between Crystal Ball and TidyCal?

To start, connect both your Crystal Ball and TidyCal accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in TidyCal (or vice versa).

Can we customize how data from Crystal Ball is recorded in TidyCal?

Absolutely. You can customize how Crystal Ball 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.

How often does the data sync between Crystal Ball and TidyCal?

The data sync between Crystal Ball and TidyCal typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crystal Ball to TidyCal?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crystal Ball and TidyCal?

Yes, you can set conditional logic to control the flow of data between Crystal Ball 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.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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TidyCal

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.

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