Connect TidyCal and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New Bookings
Cancelled Booking
Rescheduled Booking
New Booking Type
New Contact
New Team
New Team Booking
New Team User
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Ready to use TidyCal and Close 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 TidyCal integrations.
List Bookings
Get a list of bookings.
List Teams
Get a list of teams.
Get Booking Details
Get bookings details by booking ID
Cancel Booking
Cancel a booking by ID
Create booking
Create a new booking for a specific booking type.
List Booking Types
Get a list of booking types.
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Frequently Asked Questions
To start, connect both your TidyCal and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in TidyCal triggers actions in Close (or vice versa).
Absolutely. You can customize how TidyCal data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.
The data sync between TidyCal and Close 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 TidyCal and Close. 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.
Learn MoreAbout Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
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