MyCase + TidyCal
Create new MyCase cases from new TidyCal bookings
Turn new bookings into actionable tasks with this helpful workflow. Once set up, every time a new booking is made in TidyCal, it will create a case in MyCase immediately. This ensures all customer interactions are tracked meticulously and ensures efficient management of your operations. Enjoy a smooth, coordinated process resulting in a better experience for your clientele.
Turn new bookings into actionable tasks with this helpful workflow. Once set up, every time a new booking is made in TidyCal, it will create a case in MyCase immediately. This ensures all customer interactions are tracked meticulously and ensures efficient management of your operations. Enjoy a smooth, coordinated process resulting in a better experience for your clientele.
- When this happens...New Booking
Triggers when a booking is created.
- automatically do this!Create Case
Creates a new Case.
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