Connect Digital Practice and TidyCal

Both apps 46Digital Practice 30TidyCal 16

• Trigger
  New Account

  Triggers when a new account is added to your company's chart of accounts.

• Trigger
  New Client

  Triggers when a new client is added to your Digital Practice company.

• Trigger
  New Contact

  Triggers when a new contact is added to your Digital Practice CRM.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Digital Practice, including its client and line items.

• Trigger
  New Lead

  Triggers when a new lead is added to your Digital Practice CRM.

• Trigger
  New Product

  Triggers when a new product or service is added in Digital Practice.

• Trigger
  New Project

  Triggers when a new project is added to your Digital Practice company.

• Trigger
  New Quote

  Triggers when a new quote is created in Digital Practice.

• Trigger
  New Vendor

  Triggers when a new vendor is added to your Digital Practice company.

• Action
  Create Account

  Creates a new account in your Digital Practice chart of accounts.

• Action
  Create Client

  Creates a new client company in Digital Practice accounting.

• Action
  Create Contact

  Creates a new contact in your Digital Practice CRM.

• Action
  Create Expense

  Creates an expense against an account, optionally linked to a vendor. An existing account or vendor is matched by name; supplying extra details creates a new one.

• Action
  Create Invoice

  Creates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items.

• Action
  Create Invoice Items

  Adds one or more line items to an existing Digital Practice invoice.

• Action
  Create Lead

  Creates a new lead in Digital Practice CRM with its company details, status and priority.

• Action
  Create Product

  Creates a new product or service in Digital Practice.

• Action
  Create Project

  Creates a project in Digital Practice, linked to an existing client by name or to a new client created from the details supplied.

• Action
  Create Quote

  Creates a quote for an existing client, or for a new client created from the details you supply.

• Action
  Create Quote Items

  Adds one or more line items (title, price, quantity) to an existing quote.

• Action
  Create Vendor

  Creates a new vendor record in Digital Practice accounting.

• Action
  List accounts

  Returns the list of accounts in your company's chart of accounts.

• Action
  List clients

  Returns the list of clients for your Digital Practice company.

• Action
  List contacts

  Returns the contacts in your Digital Practice company.

• Action
  List invoices

  Returns the invoices in your company, each with its client and line items.

• Action
  List leads

  Returns the leads in your Digital Practice company.

• Action
  List products

  Returns the products and services set up in your Digital Practice company.

• Action
  List projects

  Returns the projects in your Digital Practice company, each with its associated client.

• Action
  List quotes

  Returns the quotes in your company, each with its client and line items.

• Action
  List vendors

  Returns the vendors in your Digital Practice company.

• Trigger
  New Team

  Triggers when a new team you have access to appears in your TidyCal account.

• Action
  Add contact

  Creates a new contact in your TidyCal account with a name, email and optional timezone.

• Action
  Add guest to booking

  Adds a guest to an existing upcoming booking. The guest gets their own linked booking at the same time and location and receives a confirmation email.

• Action
  Cancel booking

  Cancels a TidyCal booking, optionally with a reason and without notifying the booker and host. Returns the cancelled booking.

• Action
  Delete booking type

  Deletes a booking type from your TidyCal account. Team-managed copies of a booking type cannot be deleted.

• Action
  Get booking

  Returns a single TidyCal booking by its ID, including its contact, booking-question answers, payment, add-ons, refund status and hosts.

• Action
  Get booking type

  Returns a single booking type, including its title, duration, price, booking URL and availability settings.

• Action
  Get contact

  Returns a single TidyCal contact by its id, including name, email, phone number, timezone and timestamps.

• Action
  List available timeslots

  Returns the open times a client can book for one of your booking types between two dates, with how many bookings each slot can still take.

• Action
  List bookings

  Returns the bookings on your TidyCal account, optionally limited to a date range, to cancelled bookings only, or including team bookings.

• Action
  List booking types

  Returns every booking type (event type) on the connected TidyCal account, including its title, duration, price and booking URL.

• Action
  List contacts

  Returns the contacts in your TidyCal account, optionally only those whose name or email starts with given text.

• Action
  List teams

  Returns the TidyCal teams the connected account has access to, with each team's id, name and created/updated times.

• Action
  Reschedule booking

  Moves an existing TidyCal booking to a new start time, keeping the booking type's duration. Returns the updated booking.

• Action
  Update booking type

  Updates an existing booking type in TidyCal. Only the details you fill in are changed; everything else keeps its current value.

• Action
  Update contact

  Updates an existing TidyCal contact's name, email, phone number or timezone. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.