Ortto and TidyCal Integration

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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.

Swap Apps

Ortto

TidyCal

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and TidyCal

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.

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Ortto

Configure the Ortto

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

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Ortto

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Connect Ortto

Sign In

Run node once

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.

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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.

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Ortto

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TidyCal

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Connection *

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Connect TidyCal

Sign In

Run node once

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.

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TidyCal Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Ortto 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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Trigger on Webhook

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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.

Most powerful ways to connect Ortto and TidyCal

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.

Ortto and TidyCal integration alternatives

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.

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.

Ortto + TidyCal integration

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FAQ Ortto and TidyCal

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

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

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

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:

  • Add new TidyCal bookers as contacts in Ortto.
  • Trigger Ortto campaigns upon new TidyCal bookings.
  • Update contact properties in Ortto after appointment completion.
  • Send personalized follow-up emails via Ortto after a meeting.
  • Segment Ortto contacts based on booking types in TidyCal.

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:

  • Complex filtering might require JavaScript knowledge.
  • Rate limits apply based on your Ortto and TidyCal plans.
  • Historical data migration requires custom workflow design.

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