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Moxie + TidyCal

Moxie + TidyCal integrations

Create Moxie opportunities from new TidyCal bookings

When a new booking is made in TidyCal, streamline your workflow with this automation that will create an opportunity in your Moxie app. This makes sure every booking from your calendar is taken as a potential business opportunity, aiding you to keep track and expand your clientele effortlessly.

When this happens...
New BookingTriggers when a booking is created.
TriggerInstant
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Create OpportunityCreate a new pipeline opportunity
ActionWrite

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More things you can do with TidyCal and Moxie

Discover other triggers and actions you can use with TidyCal and Moxie

- Team
Trigger
Instant
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- Team
Trigger
Instant
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New Contact
Triggers when a contact is added.
Trigger
Instant
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Payment Refunded
Triggers when a booking payment is refunded, in full or in part.
Trigger
Instant
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Subscription Cancelled
Triggers when a booking subscription is cancelled.
Trigger
Instant
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New Team
Lists the teams.
Trigger
Polling
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- Team
  Required
Trigger
Polling
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- Booking ID
  Required
- Reason
- Notify Booker
Action
Write
- Title
  Required
- Description
  Required
- Duration (minutes)
  Required
- URL Slug
  Required
- Padding (minutes)
- Bookable Days Ahead
- Minimum Notice (minutes)
- Slot Interval (minutes)
- Max Bookings Per Slot
- Max Guests Per Booker
- Private
- Require Approval
- Redirect URL
- Price
- Payment Platform
- Currency
Action
Write
- Booking ID
  Required
- New Start Time
  Required
- Notify Booker
Action
Write
- Booking ID
- Booker Email
- Include Team Bookings
Action
Search
Agreement Sent
Triggers when a proposal is sent either via link or email.
Trigger
Instant
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Agreement Viewed
Triggers when a user views the proposal.
Trigger
Instant
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Client Deleted
Triggers when a client record is deleted in Moxie.
Trigger
Instant
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Task Created
Triggered when a Project Task is created
Trigger
Instant
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Task Updated
Triggered with a Project Task is updated.
Trigger
Instant
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- Form ID
  Required
Trigger
Instant
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Meeting Cancelled
Triggers when a meeting is cancelled
Trigger
Instant
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Meeting Updated
Triggers when a meeting is updated or rescheduled
Trigger
Instant
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
Trigger
Instant
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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
Trigger
Instant
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Project Created
Triggers when a new project is created in Moxie.
Trigger
Instant
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Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Trigger
Instant
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Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Trigger
Instant
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Ticket Comment
Triggers when a comment is created on a ticket
Trigger
Instant
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Ticket Deleted
Triggers when a support ticket is deleted
Trigger
Instant
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Time Worked Created
Triggers when a new time worked entry is created.
Trigger
Instant
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Time Worked Updated
Triggers when a time worked entry has been updated.
Trigger
Instant
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- Client Name
  Required
- Project Name
  Required
- Deliverable Name
  Required
Action
Write
- Client id
  Required
- Due Date
- Amount
  Required
- Description
- Notes
- Send to
Action
Write
- Event ID
- Start Time
  Required
- End Time
  Required
- Timezone
  Required
- Name
  Required
- Description
  Required
- Location
- Busy
  Required
- User Email
Action
Write
- Task name
  Required
- Client name
  Required
- Project name
  Required
- Start date
- Due date
- Status
- Description
- Assigned to
Action
Write
- User Email
  Required
- Ticket Number
  Required
- Private Comment
  Required
- Comment
  Required
Action
Write
- Event Id
  Required
Action
Write
- Form Name
  Required
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
Action
Write

- Team
Trigger
Instant
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New Booking Type
Lists the booking types.
Trigger
Polling
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Payment Completed
Triggers when a booking payment is completed.
Trigger
Instant
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Store Order Completed
Triggers when a Store order is paid.
Trigger
Instant
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Subscription Started
Triggers when a contact starts a booking subscription.
Trigger
Instant
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- Team
  Required
Trigger
Polling
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- Booking ID
  Required
- Guest Name
  Required
- Guest Email
  Required
Action
Write
- Booking Type
  Required
- Start Time
  Required
- Booker Name
  Required
- Booker Email
  Required
- Booker Timezone
  Required
- Coupon Code
- Question ID
- Answer
Action
Write
- Email
  Required
- Name
- Timezone
- Phone Number
Action
Write
- Booking Type
  Required
- From
  Required
- To
  Required
Action
Search
- Email
  Required
Action
Search
Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Trigger
Instant
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Client Created
Triggers when a new client is created in Moxie.
Trigger
Instant
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Client Updated
Triggers when a client record is updated in Moxie.
Trigger
Instant
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Task Deleted
Triggered when a Project Task is deleted
Trigger
Instant
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Task Approval
Triggers when a new Deliverable is ready for client approval.
Trigger
Instant
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Invoice Sent
Triggers when an invoice is sent in Moxie.
Trigger
Instant
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Meeting Scheduled
Triggers when a new meeting is scheduled
Trigger
Instant
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Opportunity Created
Triggered with a pipeline opportunity is created
Trigger
Instant
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Opportunity Updated
Triggered with a pipeline opportunity is updated
Trigger
Instant
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Project Completed
Triggers when a project is set to "complete" in Moxie.
Trigger
Instant
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Project Updated
Triggers when the settings for a project are updated.
Trigger
Instant
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Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Trigger
Instant
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Ticket Closed
Triggers and a support ticket is closed
Trigger
Instant
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Ticket Created
Triggers when a new support ticket is created
Trigger
Instant
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Ticket Updated
Triggers when a support ticket is updated
Trigger
Instant
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Time Worked Deleted
Triggers when a time worked record is deleted.
Trigger
Instant
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- Invoice Number
  Required
- Client Name
- Payment date
  Required
- Amount
  Required
- Payment Type
- Reference Number
- Memo
Action
Write
- Client Name
  Required
- Record Type
  Required
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Phone
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
Action
Write
- Name
  Required
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- Locality / State
- Postal
- Country
- Lead source
- Website
- Notes
Action
Write
- Project Name
  Required
- Client Name
  Required
- Template Name
Action
Write
- User Email
  Required
- Ticket Type
  Required
- Subject
  Required
- Comment
  Required
- Due Date
Action
Write
- Start Time
  Required
- End Time
  Required
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- Date
  Required
- Amount
  Required
- Currency
  Required
- Paid
  Required
- Reimbursable
  Required
- Markup Percentage
  Required
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
Action
Write
- Search Query
  Required
Action
Search

About Moxie

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.

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CRM (Customer Relationship Management)

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About TidyCal

TidyCal is simple and easy calendar management and booking tool.

Learn moreLearn moreHelpHelp

Related categories

Calendar

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Create new Moxie opportunities from new TidyCal bookings

Organize new TidyCal bookings by creating or updating calendar events in Moxie