Moxie and TidyCal Integration

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Automatically create Moxie projects from new TidyCal bookings. Latenode's visual editor simplifies complex workflows, letting you easily add custom logic with JavaScript and scale affordably as your business grows.

Moxie + TidyCal integration

Connect Moxie and TidyCal in minutes with Latenode.

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Automate your workflow

Swap Apps

Moxie

TidyCal

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moxie and TidyCal

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

Add the Moxie Node

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

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Moxie

Configure the Moxie

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

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Connect Moxie

Sign In
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Run node once

Add the TidyCal Node

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

Sign In
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Run node once

Configure the Moxie 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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Connect TidyCal

TidyCal Oauth 2.0

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Select an action *

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The action ID

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Run node once

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

TidyCal + Moxie + Slack: When a new booking is made in TidyCal by a user who is also a Moxie client (identified perhaps by email), send a confirmation message in Slack to a specified channel.

TidyCal + Moxie + Google Sheets: When a new booking is created in TidyCal, cross-reference with Moxie clients, and log the booking details, including client information from Moxie, into a Google Sheet for tracking and reporting.

Moxie and TidyCal integration alternatives

About Moxie

Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.

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 Moxie and TidyCal

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

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

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

Can I automate follow-ups after a Moxie sale via TidyCal?

Yes, you can! Latenode allows you to trigger personalized follow-up sequences in Moxie based on TidyCal booking events, enhancing customer engagement effortlessly.

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

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

  • Automatically create Moxie deals when new TidyCal appointments are booked.
  • Send customized thank you notes via Moxie after a TidyCal meeting concludes.
  • Update Moxie contact information based on TidyCal booking details.
  • Schedule internal team briefings in TidyCal upon new Moxie deal creation.
  • Track marketing campaign ROI by correlating Moxie sales with TidyCal booking sources.

How does Latenode enhance Moxie's automation capabilities?

Latenode extends Moxie with AI, custom JavaScript, and multi-app workflows, surpassing basic integrations and enabling intricate automations.

Are there any limitations to the Moxie 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.
  • Rate limits from Moxie and TidyCal APIs can affect high-volume workflows.
  • Real-time data synchronization depends on the polling intervals of each app.

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