Available Tidycal Triggers?

Status: Open · Asked by Esther Ildikó Brown on · 0 views

estheribrown — Question ·

Hi there,

I would like to create an email sequence in ConvertKit that is sent when someone books a specific meeting type if Tidycal, but when I go to create the sequence, the only option I see is a generic one - i.e. a new booking in Tidycal can trigger a sequence, but I don't want every single booking to have the same email sequence.

I can see how to select the specific email series I want to trigger, but how do I select the Tidycal booking type? I don't see any option, just a generic "Meeting Booked".

Thanks
Esther

Arshil Ahmad — Reply ·

Hi @estheribrown,

Tidycal does not have a trigger event during which you can choose the booking type. Could you please elaborate further on the booking type you are referring to?

estheribrown — Reply ·

Hi,
So what I would like to do is have a specific email series triggered in ConvertKit when someone books a specific meeting types in Tidycal.

I think I could use the Pabbly Filter tool to do this (Res Resource Name INCLUDES Booking Type Name), but I'm not really sure how, I'm pretty new to Pabbly.

Whenever I try to pull a test response I get an error message: https://sendspark.com/share/cril3yp0t8kunl7if6dl0yvj4o38w0y0

Can you help? Thanks.

Arshil Ahmad — Reply ·

Please establish a new connection with your Tidycal account, then create a new booking in Tidycal, and click on 'Save & Send Test Request'.

Follow the steps given in the video shared below to capture booking details.

youtube.com/watch?v=xD6wTzcxQhw:166

Once you have captured the booking details, only then can you setup the Filter step.

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