Connect TidyCal and Capsule CRM
Integrate TidyCal with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Capsule CRM when When a new booking is created in TidyCal
Update Opportunity in Capsule CRM when When a new booking is created in TidyCal
List Tasks in Capsule-crm when When a new booking is created in TidyCal
Add Note to Entity in Capsule CRM when When a new booking is created in TidyCal
Create Opportunity in Capsule CRM when When a new booking is created in TidyCal
Popular TidyCal + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
TidyCal
When this happens...
When a new booking is created
When a booking is cancelled
When a booking is rescheduled
When a new booking type is created
When a new contact is created
When a new booking is created for a team
When a user is added to a team
Choose an action
Capsule CRM
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Create Contact in Capsule CRM when When a new booking is created in TidyCal
Use this flowUpdate Opportunity in Capsule CRM when When a new booking is created in TidyCal
Use this flowList Tasks in Capsule-crm when When a new booking is created in TidyCal
Use this flowAdd Note to Entity in Capsule CRM when When a new booking is created in TidyCal
Use this flowCreate Opportunity in Capsule CRM when When a new booking is created in TidyCal
Use this flowCreate a project in Capsule CRM when When a new booking is created in TidyCal
Use this flowCreate Task in Capsule-crm when When a new booking is created in TidyCal
Use this flowUpdate Contact in Capsule CRM when When a new booking is created in TidyCal
Use this flowFind Contact in Capsule-crm when When a new booking is created in TidyCal
Use this flowFind Milestone in Capsule-crm when When a new booking is created in TidyCal
Use this flowSupported Triggers & Actions
Everything you can automate between TidyCal and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new booking is created
Runs the workflow automatically whenever a new booking is created in the account.
When a booking is cancelled
Runs the workflow automatically whenever a booking is cancelled in TidyCal.
When a booking is rescheduled
Runs the workflow automatically whenever a booking is rescheduled in the account.
When a new booking type is created
Runs the workflow automatically whenever a new booking type is created in the account.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account.
When a new booking is created for a team
Runs the workflow automatically whenever a new booking is created for the selected team.
Do thisActions
Action is the task that follows automatically within your TidyCal integrations.
Find Bookings
Retrieve bookings, optionally filtered by start/end date and cancellation status.
List Teams
List teams for the account, optionally returning a specific page of results.
Find Booking Details
Find a booking by ID and return its details.
Cancel Booking
Cancel a booking by its ID.
Create Booking
Create a booking for a specific booking type by specifying the start time, attendee name, email, and timezone.
List Booking Types
List available booking types.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating TidyCal and Capsule CRM free
No credit card required. Set up your first workflow in minutes.
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.
Learn moreSimilar apps
About Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TidyCal and Capsule CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between TidyCal and Capsule CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Capsule CRM. No coding required.
Yes. You can set up a workflow where TidyCal triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in TidyCal. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between TidyCal and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TidyCal and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
