Connect Moxie and TidyCal to Build Intelligent Automations

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Moxie

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 Moxie integrations.

Create Task

Create Task

Creates a new task in Moxie.

Create Expense

Create Expense

Create an expense in your Moxie accounting records

Create Client

Create Client

Creates a new client record in Hectic

Create Form Submission

Create Form Submission

Create an automated form submission with lead information and custom answers.

Create Opportunity

Create Opportunity

Create a new opportunity in your sales pipeline

Create or Update Calendar Event

Create or Update Calendar Event

Create or update a calendar event in the Moxie Homebase calendar

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Frequently Asked Questions

How do I start an integration between Moxie and TidyCal?

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

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

Absolutely. You can customize how Moxie 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 Moxie and TidyCal?

The data sync between Moxie 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 Moxie 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 Moxie and TidyCal?

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

Moxie

About Moxie

Moxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.

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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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