Instantly and TidyCal Integration

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Automatically schedule Instantly leads into TidyCal for sales or demo calls. Latenode's visual editor makes qualifying prospects and routing them based on lead data easier, with affordable execution-based pricing, and without coding.

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Instantly

TidyCal

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Instantly and TidyCal

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

Add the Instantly Node

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

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Instantly

Configure the Instantly

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

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Connect Instantly

Sign In
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Run node once

Add the TidyCal Node

Next, click the plus (+) icon on the Instantly 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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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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Connect TidyCal

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Run node once

Configure the Instantly 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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Change

Select an action *

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The action ID

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Run node once

Set Up the Instantly 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 Instantly, 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 Instantly and TidyCal integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and TidyCal

Instantly + TidyCal + Slack: When a new lead is created in Instantly, and they book a meeting via TidyCal, a notification is sent to a Slack channel.

Instantly + TidyCal + HubSpot: When a new lead is created in Instantly and books a meeting via TidyCal, the lead's information is added as a new contact to HubSpot.

Instantly and TidyCal integration alternatives

About Instantly

Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic β€” all without per-step pricing limits.

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.

Instantly + TidyCal integration

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FAQ Instantly and TidyCal

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

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

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

Can I automatically update TidyCal when new Instantly leads are found?

Yes, you can! Latenode allows real-time updates, triggering TidyCal to schedule follow-ups when Instantly finds new leads. Automate without coding and boost conversion rates.

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

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

  • Automatically schedule follow-up calls for Instantly leads via TidyCal.
  • Create personalized TidyCal booking links based on Instantly lead data.
  • Update lead statuses in Instantly after a TidyCal meeting concludes.
  • Track campaign performance by linking Instantly data to TidyCal appointments.
  • Send automated thank-you notes after meetings booked through TidyCal.

How secure is connecting Instantly and TidyCal via Latenode?

Latenode uses advanced encryption and secure authentication protocols to protect your data when connecting Instantly and TidyCal.

Are there any limitations to the Instantly 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 coding.
  • Rate limits of Instantly and TidyCal APIs may affect workflow speed.
  • Changes to either Instantly or TidyCal APIs may require workflow updates.

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