Ocean.io and TidyCal Integration

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Automatically schedule demos from qualified Ocean.io leads using TidyCal. Latenode's visual editor and affordable execution pricing make it easier to build advanced lead qualification and routing logic without code.

Swap Apps

Ocean.io

TidyCal

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ocean.io and TidyCal

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

Add the Ocean.io Node

Select the Ocean.io node from the app selection panel on the right.

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Ocean.io

Configure the Ocean.io

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

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Add the TidyCal Node

Next, click the plus (+) icon on the Ocean.io 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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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 Ocean.io 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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Run node once

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

Ocean.io + TidyCal + Slack: When a new lead is identified in Ocean.io using the Search People action, a TidyCal booking is created to schedule a call, and a notification is sent to the sales team in Slack via a public channel message.

TidyCal + Ocean.io + HubSpot: When a new booking is made in TidyCal, the contact details are used to create or update a contact in Ocean.io, and then create or update the contact in HubSpot as well.

Ocean.io and TidyCal integration alternatives

About Ocean.io

Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows 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.

Ocean.io + TidyCal integration

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FAQ Ocean.io and TidyCal

How can I connect my Ocean.io account to TidyCal using Latenode?

To connect your Ocean.io account to TidyCal on Latenode, follow these steps:

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

Can I automate lead follow-ups after booking?

Yes! Latenode's visual editor lets you trigger personalized Ocean.io outreach based on TidyCal bookings, boosting engagement without manual effort. Scale effortlessly using our built-in tools.

What types of tasks can I perform by integrating Ocean.io with TidyCal?

Integrating Ocean.io with TidyCal allows you to perform various tasks, including:

  • Automatically adding new TidyCal bookings to Ocean.io as leads.
  • Triggering personalized email sequences in Ocean.io after a booking.
  • Updating lead status in Ocean.io based on meeting outcomes.
  • Sending thank-you notes via Ocean.io after successful meetings.
  • Creating reports in Ocean.io based on TidyCal appointment data.

What Ocean.io data can I access within Latenode workflows?

You can access lead details, company information, contact history, and custom fields, enabling highly targeted automation flows.

Are there any limitations to the Ocean.io and TidyCal integration on Latenode?

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

  • Complex data transformations may require JavaScript knowledge.
  • Rate limits of Ocean.io and TidyCal can affect workflow execution speed.
  • Historical data migration isn't directly supported, needing custom solutions.

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