Integrating TidyCal Bookings with Google Sheets Using Pabbly Connect

Learn how to automate TidyCal bookings into Google Sheets using Pabbly Connect. Follow our detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for TidyCal Integration

To begin integrating TidyCal with Google Sheets, first access Pabbly Connect. This powerful automation platform enables seamless connections between applications like TidyCal and Google Sheets. Start by signing up for a free Pabbly Connect account through the link in the description.

Once your account is created, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘TidyCal to Google Sheets’. After selecting the appropriate folder for your TidyCal account, click on ‘Create’ to initiate your automation workflow.

2. Setting Up the Trigger for TidyCal Bookings

The next step is to configure the trigger in Pabbly Connect. In the trigger window, select TidyCal as the app. Then, choose the trigger event as ‘New Booking’. Click on ‘Connect’ and opt for a new connection to link your TidyCal account with Pabbly Connect.

• Select the TidyCal account and click on ‘Authorize’.
• After authorization, click on ‘Save and Send Test Request’ to fetch the latest booking details.

Once the test request is successful, you will receive the details of the most recent booking, including the name, email, and appointment time. This information is crucial for the next steps in your automation.

3. Setting Up a Filter for Specific Bookings

To ensure that only specific bookings are added to Google Sheets, you will need to set up a filter in Pabbly Connect. Click on the ‘Add Action Step’ and select ‘Filter’ from the options. Choose the appropriate filter condition based on the booking type title.

• Set the label to ‘Booking Type Title’.
• Enter the exact title of the booking page you want to filter, such as ‘PHP Course for Beginners’.

After saving the filter, test it to ensure that it only allows bookings from the specified page to continue in the workflow. This step is essential for maintaining organized data in your Google Sheets.

4. Formatting Date and Time for Google Sheets

Once the filter is set, the next task in Pabbly Connect is to format the date and time of the booking. Add another action step and select ‘Date Time Formatter’. Choose the action event ‘Format Date with Time Zone’ to adjust the date and time format as per your requirements.

Map the start date and end date from the TidyCal trigger response to this action step. Specify the formats for both the incoming date and the desired output format. Make sure to set the correct time zones to ensure accuracy in your Google Sheets.

5. Adding Booking Details to Google Sheets

Finally, to add the booking details to Google Sheets, add another action step in Pabbly Connect and select Google Sheets. Choose the action event ‘Add New Row’. Connect your Google Sheets account by clicking on ‘Sign in with Google’ and authorizing the connection.

After connecting, select the spreadsheet where you want to store the booking details. Map the fields from the TidyCal trigger and date formatting steps into the respective columns of your Google Sheets. Click on ‘Save and Send Test Request’ to verify that the data is added correctly.

Conclusion

In this tutorial, we have demonstrated how to automate TidyCal bookings into Google Sheets using Pabbly Connect. This integration simplifies the management of booking data, ensuring that all details are captured in real-time. By following these steps, you can enhance your workflow and improve efficiency in managing appointments.