NoCRM and TidyCal Integration

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Automatically create NoCRM leads from new TidyCal bookings and qualify them faster. Latenode's visual editor and affordable execution make scaling lead generation easy, without complex code or high costs.

NoCRM + TidyCal integration

Connect NoCRM and TidyCal in minutes with Latenode.

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Automate your workflow

Swap Apps

NoCRM

TidyCal

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and TidyCal

Create a New Scenario to Connect NoCRM and TidyCal

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

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

Add the NoCRM Node

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

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NoCRM

Configure the NoCRM

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

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Connect NoCRM

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Run node once

Add the TidyCal Node

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

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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 NoCRM 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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TidyCal Oauth 2.0

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The action ID

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Run node once

Set Up the NoCRM 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 donโ€™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 NoCRM, TidyCal, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the NoCRM and TidyCal integration works as expected. Depending on your setup, data should flow between NoCRM 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 NoCRM and TidyCal

NoCRM + TidyCal + Slack: When a new lead is created in NoCRM, a booking link is automatically generated in TidyCal. This link is then sent via Slack to a designated channel for scheduling demos with the new lead.

TidyCal + NoCRM + Google Sheets: When a new booking is made in TidyCal, a new contact is created in NoCRM. The booking details and contact information are then logged in a Google Sheets spreadsheet for tracking purposes.

NoCRM and TidyCal integration alternatives

About NoCRM

Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.

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 NoCRM and TidyCal

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

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

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

Can I automatically create NoCRM leads from new TidyCal bookings?

Yes, you can! Latenode allows you to automatically create NoCRM leads from new TidyCal bookings, saving you time and ensuring no potential lead is missed, directly boosting sales efficiency.

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

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

  • Create new NoCRM leads whenever a new booking is made in TidyCal.
  • Update NoCRM lead details when a TidyCal booking is rescheduled.
  • Send customized email or SMS reminders via Latenode AI for upcoming meetings.
  • Add internal notes to NoCRM leads after a TidyCal meeting concludes.
  • Trigger follow-up tasks in NoCRM based on TidyCal booking outcomes.

Can I use JavaScript to manipulate data between NoCRM and TidyCal?

Yes, Latenode lets you use JavaScript code blocks to transform data between NoCRM and TidyCal, allowing for custom logic and advanced data handling.

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

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

  • Complex data transformations might require advanced JavaScript knowledge.
  • The number of operations per month depends on your Latenode subscription plan.
  • Real-time synchronization might be subject to API rate limits of both services.

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