
When this happens...
New Bookings
Cancelled Booking
Rescheduled Booking
New Booking Type
New Contact
New Team
New Team Booking
New Team User

Automatically do this!
Create Task
Create Expense
Create Client
Create Form Submission
Create Opportunity
Create or Update Calendar Event
Create Project
Create Ticket
Create Comment on Ticket
Create Time Worked Entry
Search Clients
List All Clients
Search Contact
Search Project
Search Payable Invoices
List Email Templates
List Invoice Templates
List All Vendors
List Form Names
List Pipeline Stages
List Project Task Stages
List Workspace Users
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new booking is created in Tidycal.
Triggers when a booking is cancelled in Tidycal.
Triggers when a booking is rescheduled.
Lists the booking types.
Triggers when a contact is added.
Lists the teams.
Action is the task that follows automatically within your TidyCal integrations.
Get a list of bookings.
Get a list of teams.
Get bookings details by booking ID
Cancel a booking by ID
Create a new booking for a specific booking type.
Get a list of booking types.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your TidyCal and Moxie accounts to viaSocket. Once connected, you can set up a workflow where an event in TidyCal triggers actions in Moxie (or vice versa).
Absolutely. You can customize how TidyCal data is recorded in Moxie. This includes choosing which data fields go into which fields of Moxie, setting up custom formats, and filtering out unwanted information.
The data sync between TidyCal and Moxie 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 Moxie. 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.
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 MoreMoxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.
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