Connect KarmaCRM and TidyCal to Build Intelligent Automations

Choose a Trigger

KarmaCRM

When this happens...

Choose an Action

TidyCal

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Company Created

Company Created

Triggers when a new company is created.

New Contact Created

New Contact Created

Triggers when a new contact is created.

Contact Updated

Contact Updated

Triggers when a contact is updated.

New Deal Created

New Deal Created

Triggers when a new deal is created.

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.

Do thisActions

Action is the task that follows automatically within your KarmaCRM integrations.

List All Companies

List All Companies

Retrieve the list of all companies

List All Contacts

List All Contacts

Retrieve the list of all contacts

Create Company

Create Company

Creates new company.

Create Contact

Create Contact

Creates a new contact.

Create Deal

Create Deal

Creates new deal.

Find Company

Find Company

Finds an existing company.

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Frequently Asked Questions

How do I start an integration between KarmaCRM and TidyCal?

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

Can we customize how data from KarmaCRM is recorded in TidyCal?

Absolutely. You can customize how KarmaCRM 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 KarmaCRM and TidyCal?

The data sync between KarmaCRM 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 KarmaCRM 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 KarmaCRM and TidyCal?

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

KarmaCRM

About KarmaCRM

KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.

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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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