How to Create Kit Subscriber for TidyCal Booking with Pabbly Connect

Learn how to automate the process of adding Kit subscribers for TidyCal bookings using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating TidyCal with Kit, you need to access Pabbly Connect. This platform enables seamless automation between different applications. First, visit the Pabbly Connect website and sign in to your account. If you’re new to Pabbly, you can sign up for free and get 100 tasks every month.

Once logged in, you will see the dashboard featuring various applications. Click on the Pabbly Connect icon to access the main interface. From here, you can create a new workflow that will connect TidyCal to Kit.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow. Enter a suitable name, such as ‘Create Kit Subscriber for TidyCal Booking,’ and select a folder for organization.

• Enter the workflow name
• Select a folder to save your workflow
• Click the ‘Create’ button

After creating the workflow, you will see two sections: Trigger and Action. The Trigger will initiate the workflow when a new booking is made in TidyCal. The Action will determine what happens next, which in this case, is adding a subscriber in Kit.

3. Setting Up the Trigger with TidyCal

In Pabbly Connect, the first step is to set up the Trigger. Select TidyCal as your trigger application. The event you want to trigger is ‘New Booking.’ This means that whenever a new appointment is booked, the workflow will be activated.

After selecting the trigger event, click on the Pabbly Connect button to establish a connection with TidyCal. You will need to authorize this connection by clicking on the ‘Authorize’ button. Once authorized, you can test the connection by creating a new booking in TidyCal.

4. Setting Up the Action to Add a Subscriber in Kit

Next, you need to configure the Action step in Pabbly Connect. Select Kit as the action application and choose the action event ‘Add Subscriber to a Form.’ This action will add the client who booked an appointment as a subscriber in your Kit account.

• Select the form in which you want to add the subscriber
• Map the fields such as first name, last name, and email from the TidyCal booking response
• Click on ‘Save and Send Test Request’ to verify the setup

After mapping the required fields, send a test request to ensure that the subscriber is added correctly. You can check your Kit account to confirm that the new subscriber has been created successfully.

5. Conclusion: Automating Your Workflow with Pabbly Connect

By following these steps, you have successfully automated the process of adding Kit subscribers for TidyCal bookings using Pabbly Connect. This integration not only saves time but also ensures that every client receives a personalized welcome message immediately after booking.

Utilizing Pabbly Connect for this automation allows you to focus on other important aspects of your consulting business while ensuring your email marketing is up-to-date with new subscribers. Start using Pabbly Connect today to enhance your workflow efficiency!