Automate Appointment Confirmation Emails with Pabbly Connect and TidyCal

Learn how to automate appointment confirmation emails for specific TidyCal bookings using Pabbly Connect and Gmail integration. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for TidyCal and Gmail Integration

To automate sending appointment confirmation emails for specific TidyCal bookings, start by accessing Pabbly Connect. Log in to your existing account or create a free account if you don’t have one. The free account allows you to test automation workflows effectively.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. Provide a name for your workflow, such as ‘Send Appointment Confirmation Email for Specific TidyCal Bookings’. Select the main workflow folder and click on ‘Create’. This step sets the stage for integrating TidyCal with Gmail through Pabbly Connect.

2. Connecting TidyCal to Pabbly Connect

In this section, you will connect TidyCal to Pabbly Connect. Choose TidyCal as your trigger application and select the trigger event as ‘New Booking’. Click on ‘Connect’ and then ‘Add New Connection’. Grant access to your TidyCal account as prompted.

• Select ‘New Booking’ as the trigger event.
• Authorize your TidyCal account.
• Fetch the most recent appointment details.

After authorization, the most recent appointment details will be fetched automatically. This confirms that TidyCal is successfully connected to Pabbly Connect, allowing you to proceed with the automation.

3. Applying Filters to Target Specific Bookings

To ensure that emails are sent only for specific bookings, apply a filter in Pabbly Connect. Select the action event as ‘Filter’ and click ‘Connect’. This allows you to set conditions for when the automation should proceed.

• Define the condition based on the booking title.
• Ensure the condition checks if the booking title matches your specified title.

By applying this filter, the automation will only proceed if the booking title matches the specific appointment you are targeting. This feature of Pabbly Connect helps streamline your email confirmation process effectively.

4. Formatting Date and Time for Email Notifications

After applying the filter, the next step involves formatting the date and time of the appointment. Use the ‘Format Date with Time Zone’ action in Pabbly Connect. Connect this action and select the date you want to format.

Map the date from the TidyCal response to ensure it updates automatically with each new booking. Specify the from time zone as UTC and the to time zone as Asia/Kolkata for accurate scheduling. This ensures your emails reflect the correct local time for appointments.

5. Sending Confirmation Emails via Gmail

Now that the date and time are formatted, the final step is to send the confirmation email. Select Gmail as the action application and choose ‘Send Email’ as the action event. Connect your Gmail account to Pabbly Connect and authorize access.

Fill in the recipient’s email address, which can be mapped from the TidyCal booking details. Customize the subject and body of your email, ensuring to include the appointment details dynamically. After finalizing the content, click on ‘Save and Send Test Request’ to send a test email.

Conclusion

Using Pabbly Connect, you can automate the process of sending appointment confirmation emails for specific TidyCal bookings. This integration streamlines communication, ensuring clients receive timely notifications effortlessly.