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TidyCal + Wise Agent CRM

TidyCal + Wise Agent CRM integrations

Add updated leads/contacts in Wise Agent CRM for every new booking in TidyCal

Streamline your client management by linking TidyCal and Wise Agent CRM. When a new booking is made in TidyCal, this workflow will promptly add or update the lead or contact information in Wise Agent CRM. This integration makes it effortless to keep track of your client information, ensuring you never miss a detail from your bookings.

When this happens...
New BookingTriggers when a booking is created.
TriggerInstant
automatically do this!
Add ContactAdds a contact. If used to add contact, but finds existing contact any missing values will be filled in, but not overwritten.
ActionWrite

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More things you can do with TidyCal and Wise Agent CRM

Discover other triggers and actions you can use with TidyCal and Wise Agent CRM

- 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
- Webhook Type
  Required
Trigger
Instant
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- Client ID
  Required
- Date Visited
  Required
- URL Visited
  Required
- Page Name
  Required
Action
Write
- ClientID
  Required
- First Name
- Last Name
- Email Address
- Home Phone
- Mobile Phone
- Work Phone
- Company
- Address Number
- Suite Number
- Address
- City
- State
- Zip Code
- County
- Country
- Subdivision
- BuildingFloor
- Contact Status
- Rank
- InsideTeamId
- Remove Categories
- Add Categories
- Dnc
Action
Write
- Phone
  Required
Action
Write
Get Inside Team
Get the list of Team Members, use the InsideTeamId for assignments.
Action
Write
- First Name
- Last Name
- Email Address
- Home Phone
- Cell Phone
- Business Phone
- Fax Number
- Company
- Address
- Suite Number
- City
- State
- Zip Code
- Source
- Website
- Categories
- Note
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
- Client ID
  Required
- Address Type
  Required
- Address Number
  Required
- Address
  Required
- Suite
- City
- State
- Zip Code
- Building Floor
- Subdivision
- P.O. Box
- County
- Country
- MLS
- Township
Action
Write
- Activity Subject
  Required
- Activity Note
  Required
- Categories
- Client IDs
  Required
Action
Write
- Contact/Lead ID
  Required
Action
Write
- Email
  Required
Action
Write
- Client ID
  Required
Action
Write

About TidyCal

TidyCal is simple and easy calendar management and booking tool.

Learn moreLearn moreHelpHelp

Related categories

Calendar

About Wise Agent CRM

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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