Connect TidyCal and M1 Finance to Build Intelligent Automations
Enable Integrations or automations with these events of TidyCal and M1 Finance
Enable Integrations or automations with these events of TidyCal and M1 Finance
Triggers
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.
Actions
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 M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in TidyCal triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how TidyCal data is recorded in M1 Finance. This includes choosing which data fields go into which fields of M1 Finance, setting up custom formats, and filtering out unwanted information.
The data sync between TidyCal and M1 Finance 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 M1 Finance. 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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About M1 Finance
M1 Finance is a comprehensive financial platform that combines investing, borrowing, and spending in one place. It offers users the ability to create custom investment portfolios, access low-cost borrowing, and manage their finances with ease. With its intuitive interface and automated features, M1 Finance empowers individuals to take control of their financial future.
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