Connect Sanchay Crm and TidyCal to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sanchay Crm
Choose an Action
Automatically do this!
List Bookings
List Teams
Get Booking Details
Cancel Booking
Create booking
List Booking Types
Ready to use Sanchay Crm and TidyCal 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 Sanchay Crm integrations.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Insert or Update Data With Linking Module
Save record and link modules
Get Module Fields
Get all fields in a module
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Frequently Asked Questions
To start, connect both your Sanchay Crm and TidyCal accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in TidyCal (or vice versa).
Absolutely. You can customize how Sanchay Crm 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 Sanchay Crm 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 Sanchay Crm 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 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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