Capsule CRM + TidyCal

Create new Capsule CRM contacts for every new TidyCal booking

Streamline your client management process with this efficient workflow. As soon as TidyCal records a new booking, it simultaneously generates a new contact in Capsule CRM incorporating all necessary details. This transformation significantly eases the handling of new bookings, liberating you to concentrate on developing your enterprise. Moreover, this method saves vital time by avoiding repeated tasks.

When this happens...
New Booking
Triggers when a booking is created.
TriggerPolling
automatically do this!
Create Contact
Creates a new Person or Organisation.
ActionWrite

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Supported triggers and actions

Cancelled Booking
Triggers when a booking is cancelled.
Trigger
Polling
Try It
Rescheduled Booking
Triggers when a booking is rescheduled.
Trigger
Polling
Try It
New Contact
Triggers when a contact is added.
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- ActionRequired
Trigger
Instant
Try It

- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write

- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write

New Booking
Triggers when a booking is created.
Trigger
Polling
Try It
New Booking Type
Lists the booking types.
Trigger
Polling
Try It
New Team
Lists the teams.
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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