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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
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Without restriction
Create a New Scenario to Connect Instantly and TidyCal
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
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.
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.
Instantly
β
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.
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.
Set Up the Instantly and TidyCal Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
TidyCal
Trigger on Webhook
β
Instantly
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Instantly, TidyCal, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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.
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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.
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How can I connect my Instantly account to TidyCal using Latenode?
To connect your Instantly account to TidyCal on Latenode, follow these steps:
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:
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: