Basin and TidyCal Integration

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Automatically schedule follow-ups in TidyCal after form submissions in Basin, and qualify leads faster by adding custom scoring logic using Latenode's low-code visual editor and affordable execution-based pricing.

Swap Apps

Basin

TidyCal

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Basin and TidyCal

Create a New Scenario to Connect Basin and TidyCal

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

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

Add the Basin Node

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

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Basin

Configure the Basin

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

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Sign In
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Run node once

Add the TidyCal Node

Next, click the plus (+) icon on the Basin 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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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 Basin 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 Basin 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 don’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 Basin, TidyCal, and any additional nodes, don’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 β€œRun once” and triggering an event to check if the Basin and TidyCal integration works as expected. Depending on your setup, data should flow between Basin 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 Basin and TidyCal

Basin + TidyCal + Slack: When a new form submission is received in Basin, a booking is automatically created in TidyCal. The meeting details are then sent to a specified Slack channel.

TidyCal + Basin + Google Sheets: When a new booking is made in TidyCal, data from a linked Basin form (presumably collecting more detailed contact information) is used to update a Google Sheet.

Basin and TidyCal integration alternatives

About Basin

Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.

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.

See how Latenode works

FAQ Basin and TidyCal

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

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

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

Can I automatically schedule follow-ups from Basin form submissions?

Yes! Latenode's visual editor allows you to trigger TidyCal bookings directly from Basin form submissions, ensuring prompt and automated follow-up, improving customer engagement.

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

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

  • Create TidyCal appointments from new Basin form submissions.
  • Send form data to TidyCal as part of a booking confirmation.
  • Update a CRM when a TidyCal appointment is booked.
  • Trigger email sequences based on form submission and booking status.
  • Log appointment details from TidyCal into a Basin database.

How does Latenode handle Basin form data before scheduling a TidyCal event?

Latenode allows you to transform and filter data using JavaScript or AI, ensuring only valid and relevant information triggers TidyCal bookings.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • The number of free tasks depends on your Latenode subscription plan.
  • TidyCal's API rate limits may affect high-volume workflows.

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