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Automatically add new TidyCal bookings to Ortto as contacts, enriching customer profiles with appointment data. Latenode's visual editor makes complex logic simple, plus you can use JavaScript for advanced contact filtering to build the segments you need.
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Ortto
TidyCal
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Create a New Scenario to Connect Ortto and TidyCal
In the workspace, click the “Create 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 Ortto, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ortto or TidyCal will be your first step. To do this, click "Choose an app," find Ortto or TidyCal, and select the appropriate trigger to start the scenario.
Add the Ortto Node
Select the Ortto node from the app selection panel on the right.
Ortto
Add the TidyCal Node
Next, click the plus (+) icon on the Ortto node, select TidyCal from the list of available apps, and choose the action you need from the list of nodes within TidyCal.
Ortto
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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.
Configure the Ortto 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 Ortto and TidyCal Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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TidyCal
Trigger on Webhook
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Ortto
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ortto, 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 “Run once” and triggering an event to check if the Ortto and TidyCal integration works as expected. Depending on your setup, data should flow between Ortto and TidyCal (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
TidyCal + Ortto + Zoom: When a new booking is made in TidyCal, Ortto creates or updates the contact's details. Then, a Zoom meeting is created and the meeting link is added to the Ortto contact's record as a custom activity event.
TidyCal + Ortto + Slack: Upon a new booking in TidyCal, this flow creates or updates a contact in Ortto and sends a notification to a specified Slack channel to alert the team of the new booking.
About Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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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 Ortto account to TidyCal using Latenode?
To connect your Ortto account to TidyCal on Latenode, follow these steps:
Can I automatically update Ortto contacts after a TidyCal booking?
Yes, with Latenode! Automatically update Ortto profiles based on new TidyCal bookings. Keep your customer data current without manual data entry, enhancing segmentation and personalization.
What types of tasks can I perform by integrating Ortto with TidyCal?
Integrating Ortto with TidyCal allows you to perform various tasks, including:
How do I trigger Ortto campaigns from TidyCal events on Latenode?
Use Latenode’s visual editor to connect TidyCal webhooks to Ortto's campaign triggers. Easily automate personalized marketing sequences.
Are there any limitations to the Ortto and TidyCal integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: