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Automatically generate PDF invoices from TidyCal bookings by connecting PDF.co and Latenode. Customize templates with JavaScript and benefit from affordable, execution-based pricing as you scale this workflow.
Connect PDF.co and TidyCal in minutes with Latenode.
Create PDF.co to TidyCal workflow
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TidyCal
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Create a New Scenario to Connect PDF.co 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 PDF.co, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDF.co or TidyCal will be your first step. To do this, click "Choose an app," find PDF.co or TidyCal, and select the appropriate trigger to start the scenario.
Add the PDF.co Node
Select the PDF.co node from the app selection panel on the right.
PDF.co
Add the TidyCal Node
Next, click the plus (+) icon on the PDF.co node, select TidyCal from the list of available apps, and choose the action you need from the list of nodes within TidyCal.
PDF.co
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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 PDF.co 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 PDF.co 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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PDF.co
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PDF.co, 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 PDF.co and TidyCal integration works as expected. Depending on your setup, data should flow between PDF.co and TidyCal (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
TidyCal + PDF.co + Google Drive: When a new booking is made in TidyCal, a signed contract processed by PDF.co is automatically saved to a specific folder in Google Drive.
TidyCal + PDF.co + PandaDoc: When a client books a meeting via TidyCal, a customized PDF service agreement is generated using PDF.co and then sent to the client for signature via PandaDoc.
About PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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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 PDF.co account to TidyCal using Latenode?
To connect your PDF.co account to TidyCal on Latenode, follow these steps:
Can I automatically create PDF reports from new TidyCal bookings?
Yes, you can! Latenode lets you automate report generation using PDF.co whenever a new booking is made in TidyCal. This saves time and ensures timely reporting. Leverage AI or JS blocks to enrich data.
What types of tasks can I perform by integrating PDF.co with TidyCal?
Integrating PDF.co with TidyCal allows you to perform various tasks, including:
How do I handle errors when using PDF.co on Latenode?
Latenode provides detailed error logs and debugging tools to help you quickly identify and resolve any issues within your PDF.co workflows.
Are there any limitations to the PDF.co and TidyCal integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: