Alegra and TidyCal Integration

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Connect Alegra and TidyCal to automate invoices upon booking. Latenode's visual editor simplifies complex logic and offers JavaScript support for custom calculations, ensuring accurate and scalable billing workflows at an affordable price.

Swap Apps

Alegra

TidyCal

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Alegra and TidyCal

Create a New Scenario to Connect Alegra and TidyCal

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Alegra, triggered by another scenario, or executed manually (for testing purposes). In most cases, Alegra or TidyCal will be your first step. To do this, click "Choose an app," find Alegra or TidyCal, and select the appropriate trigger to start the scenario.

Add the Alegra Node

Select the Alegra node from the app selection panel on the right.

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Alegra

Configure the Alegra

Click on the Alegra node to configure it. You can modify the Alegra URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Alegra

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Run node once

Add the TidyCal Node

Next, click the plus (+) icon on the Alegra node, select TidyCal from the list of available apps, and choose the action you need from the list of nodes within TidyCal.

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Alegra

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Authenticate TidyCal

Now, click the TidyCal node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your TidyCal settings. Authentication allows you to use TidyCal through Latenode.

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Configure the Alegra and TidyCal Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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The action ID

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Run node once

Set Up the Alegra and TidyCal Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that donโ€™t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Alegra, TidyCal, and any additional nodes, donโ€™t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking โ€œRun onceโ€ and triggering an event to check if the Alegra and TidyCal integration works as expected. Depending on your setup, data should flow between Alegra and TidyCal (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Alegra and TidyCal

TidyCal + Alegra + Google Sheets: When a new booking is made in TidyCal, a new contact is created in Alegra, and the booking details are added as a new row in a Google Sheet.

TidyCal + Alegra + Zoom: When a new booking is made in TidyCal, a new contact profile is created in Alegra, and a Zoom meeting is scheduled.

Alegra and TidyCal integration alternatives

About Alegra

Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.

About TidyCal

TidyCal in Latenode streamlines appointment scheduling. Automate follow-ups, CRM updates, or payment processing after each booking. Use Latenode to connect TidyCal to any app via API, transform booking data with JavaScript, and build custom workflows without code. No per-step cost, full control.

Alegra + TidyCal integration

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FAQ Alegra and TidyCal

How can I connect my Alegra account to TidyCal using Latenode?

To connect your Alegra account to TidyCal on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Alegra and click on "Connect".
  • Authenticate your Alegra and TidyCal accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate invoice creation after a TidyCal booking?

Yes, you can! Latenode allows you to automatically generate and send invoices in Alegra upon a new booking in TidyCal, saving time with a streamlined, no-code workflow.

What types of tasks can I perform by integrating Alegra with TidyCal?

Integrating Alegra with TidyCal allows you to perform various tasks, including:

  • Create Alegra invoices automatically after a TidyCal appointment is booked.
  • Update contact information in Alegra based on TidyCal booking details.
  • Send payment reminders via TidyCal based on Alegra invoice due dates.
  • Track revenue generated from TidyCal appointments in Alegra reports.
  • Create new Alegra clients from new TidyCal bookings.

How secure is connecting Alegra to TidyCal via Latenode?

Latenode uses secure authentication protocols and encryption to protect your data while connecting Alegra and TidyCal, ensuring secure data transfer.

Are there any limitations to the Alegra and TidyCal integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex invoice customizations may require JavaScript coding.
  • Real-time data synchronization depends on API request limits.
  • Historical data migration between the two apps is not supported.

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