ClickUp and TidyCal Integration

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Automatically create ClickUp tasks from new TidyCal appointments, ensuring seamless lead tracking. Latenode’s visual editor and affordable execution pricing make it easier to build and scale this workflow.

Swap Apps

ClickUp

TidyCal

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ClickUp and TidyCal

Create a New Scenario to Connect ClickUp and TidyCal

In the workspace, click the “Create 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 ClickUp, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickUp or TidyCal will be your first step. To do this, click "Choose an app," find ClickUp or TidyCal, and select the appropriate trigger to start the scenario.

Add the ClickUp Node

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

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ClickUp

Configure the ClickUp

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

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ClickUp

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#1 ClickUp

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Connect ClickUp

Sign In

Run node once

Add the TidyCal Node

Next, click the plus (+) icon on the ClickUp 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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ClickUp

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TidyCal

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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ClickUp

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TidyCal

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#2 TidyCal

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Connection *

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Connect TidyCal

Sign In

Run node once

Configure the ClickUp 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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ClickUp

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TidyCal

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Connect TidyCal

TidyCal Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the ClickUp 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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TidyCal

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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring ClickUp, 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 “Run once” and triggering an event to check if the ClickUp and TidyCal integration works as expected. Depending on your setup, data should flow between ClickUp 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 ClickUp and TidyCal

TidyCal + ClickUp + Slack: When a new booking is made in TidyCal, a task is created in ClickUp. Then, a message is sent to a specified Slack channel notifying the team about the new task.

ClickUp + TidyCal + Zoom: When a task is updated in ClickUp, a meeting is automatically scheduled in TidyCal, and then a Zoom meeting is created based on that TidyCal booking.

ClickUp and TidyCal integration alternatives

About ClickUp

Connect ClickUp to Latenode and automate project task management. Trigger actions based on events, sync tasks across platforms, or generate reports. Latenode adds flexibility with custom JavaScript, AI tools, and a visual interface to orchestrate complex ClickUp workflows without expensive per-step costs. Simplify project automation.

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.

ClickUp + TidyCal integration

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FAQ ClickUp and TidyCal

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

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

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

Can I automatically create ClickUp tasks from new TidyCal bookings?

Yes, you can! Latenode lets you instantly trigger ClickUp task creation from TidyCal bookings. Manage your project workflow seamlessly without manual task inputs.

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

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

  • Create ClickUp tasks when new bookings are made in TidyCal.
  • Update ClickUp task statuses when a TidyCal event is completed.
  • Send personalized reminders in ClickUp based on TidyCal booking times.
  • Track time spent on tasks related to specific TidyCal appointments.
  • Automatically assign ClickUp tasks based on TidyCal booking details.

How can I use ClickUp data to personalize TidyCal booking pages?

Using Latenode, you can pass ClickUp data like client preferences to TidyCal to dynamically tailor booking page experiences for individual clients.

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

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

  • Complex data transformations might require custom JavaScript code.
  • Real-time synchronization depends on the API rate limits of both ClickUp and TidyCal.
  • Initial setup requires understanding of both ClickUp and TidyCal APIs for advanced use cases.

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