Connect TidyCal and Microsoft Dynamics CRM
Integrate TidyCal with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when When a new booking is created in TidyCal
Create Contact in Microsoft-dynamics-crm when When a new booking is created in TidyCal
Create Opportunity in Microsoft-dynamics-crm when When a new booking is created in TidyCal
Create Lead in Microsoft-dynamics-crm when When a new booking is created in TidyCal
Create Case/Incident in Microsoft-dynamics-crm when When a new booking is created in TidyCal
Popular TidyCal + Microsoft Dynamics 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
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when When a new booking is created in TidyCal
Use this flowCreate Contact in Microsoft-dynamics-crm when When a new booking is created in TidyCal
Use this flowCreate Opportunity in Microsoft-dynamics-crm when When a new booking is created in TidyCal
Use this flowCreate Lead in Microsoft-dynamics-crm when When a new booking is created in TidyCal
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when When a new booking is created in TidyCal
Use this flowCreate Order in Microsoft-dynamics-crm when When a new booking is created in TidyCal
Use this flowCreate Account in Microsoft Dynamics CRM when When a booking is cancelled in TidyCal
Use this flowCreate Contact in Microsoft-dynamics-crm when When a booking is cancelled in TidyCal
Use this flowCreate Opportunity in Microsoft-dynamics-crm when When a booking is cancelled in TidyCal
Use this flowCreate Lead in Microsoft-dynamics-crm when When a booking is cancelled in TidyCal
Use this flowSupported Triggers & Actions
Everything you can automate between TidyCal and Microsoft Dynamics 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.
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Learn how to automate TidyCal and Microsoft Dynamics CRM workflows.
Learn how to automate TidyCal and Microsoft Dynamics CRM workflows.
Learn how to automate TidyCal and Microsoft Dynamics CRM workflows.
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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 Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TidyCal and Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where TidyCal triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics 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 Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TidyCal and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
