How to Send Email for Specific TidyCal Booking | TidyCal Gmail Integration Using Pabbly Connect

Learn how to automate sending confirmation emails for specific TidyCal bookings using Pabbly Connect and Gmail integration in this detailed tutorial. 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. Introduction to Pabbly Connect for TidyCal and Gmail Integration

Pabbly Connect is an essential tool for automating tasks between applications like TidyCal and Gmail. In this tutorial, we will explore how to send appointment confirmation emails automatically for specific TidyCal bookings using Pabbly Connect. This integration allows you to streamline your booking process and improve customer communication.

To start, ensure you have a Pabbly Connect account. You can create a free account in just a few minutes. Once logged in, you will access the dashboard where you can create your automation workflow. This tutorial will guide you through each step to set up the integration effectively.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button in your dashboard. You will need to name your workflow, for instance, ‘Send Appointment Confirmation Email for Specific TidyCal Bookings.’ After naming, select the main workflow folder for organization.

• Click on the blue ‘Create’ button.
• Select TidyCal as the trigger application.
• Choose the trigger event as ‘New Booking’.

After setting up the trigger, you will connect TidyCal with Pabbly Connect by authorizing your account. Once connected, the most recent appointment details will be fetched automatically, allowing you to proceed with the next steps in your workflow.

3. Filtering Specific Appointments for Email Confirmation

In this step, you will implement a filter in Pabbly Connect to ensure that the confirmation emails are sent only for specific bookings. After connecting TidyCal, add a filter action to your workflow.

• Select the filter action event.
• Set the condition based on the booking title, e.g., ‘Booking for Salon’.
• Test the condition to ensure it filters correctly.

By applying this filter, you can control which bookings trigger the email confirmation process. If the booking title matches, the workflow will continue; otherwise, it will stop, ensuring that only relevant emails are sent.

4. Sending Email Confirmation Using Gmail Integration

After filtering the bookings, the next step is to send the email confirmation through Gmail. In Pabbly Connect, select Gmail as the action application and choose the ‘Send Email’ action event.

Connect your Gmail account by authorizing access. Map the recipient’s email address from the TidyCal booking details. Customize the email subject and body using mapped fields.

Once you have set up the email parameters, send a test email to ensure everything is working correctly. This step finalizes the automation process, allowing confirmation emails to be sent automatically whenever a specific appointment is booked.

5. Testing Your Pabbly Connect Automation

Testing your automation is crucial to ensure that everything works as expected. In Pabbly Connect, trigger a new booking in TidyCal to see if the email confirmation is sent correctly. Monitor the automation to check the response and verify that the email arrives in your Gmail inbox.

Make sure to review the email content and format to ensure it meets your expectations. Adjust any details as necessary, such as the sender name, subject line, or email body. Once you are satisfied with the test results, your automation is ready to go live.

Conclusion

Using Pabbly Connect to automate sending confirmation emails for specific TidyCal bookings is an efficient way to enhance your appointment management. This tutorial provided a step-by-step guide to set up the integration, ensuring that your clients receive timely confirmations without manual effort. Implementing this automation can significantly improve your workflow and customer satisfaction.