Learn how to integrate SMS with Automation Using Pabbly Connect to receive alerts for TidyCal bookings. Follow our detailed tutorial for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up SMS Alerts with Automation

To start integrating SMS with Automation, the first step is to access the Pabbly Connect dashboard. This process will allow you to create a connection between TidyCal and Crisp Call for SMS alerts. using Pabbly Connect

Once you are logged into your Pabbly Connect account, click on the ‘Create Workflow’ button. Name your workflow as ‘Get SMS alerts for TidyCal booking using Crisp Call’ and save it in a relevant folder. This organization will help manage your automations effectively.

2. Defining Trigger and Action for SMS Alerts

In this step, you will define the trigger and action within your workflow. The trigger will be set to TidyCal, specifically the event of a new booking. This means that every time a new booking is made, the automation will be activated. using Pabbly Connect

Next, you will need to set Crisp Call as the action application, with the action event being ‘Send SMS’. This setup ensures that whenever a new booking occurs, an SMS alert is sent automatically.

  • Select TidyCal as the trigger application.
  • Choose the trigger event: New Booking.
  • Set Crisp Call as the action application.
  • Select the action event: Send SMS.

After setting up the trigger and action, you can proceed to connect TidyCal with Pabbly Connect to start receiving SMS alerts.

3. Connecting TidyCal and Crisp Call

To establish the connection between TidyCal and Pabbly Connect, click on the ‘Connect’ button. You will be prompted to log into your TidyCal account, so ensure you have your credentials ready. using Pabbly Connect

Once logged in, authorize the connection. This allows Pabbly Connect to access your TidyCal account and monitor for new bookings. After a successful connection, you will need to test the trigger by saving and testing the request to fetch the latest booking data.

  • Click ‘Connect’ to link TidyCal with Pabbly Connect.
  • Log into your TidyCal account to authorize.
  • Save and test the request to confirm the connection.

After confirming the connection, you can proceed to format the booking details for the SMS alert.

4. Formatting SMS Details for Alerts

In this section, you will format the details of the booking to be sent via SMS. Use the Date Time Formatter by Pabbly to ensure the date and time are in the correct format. This step is crucial for clarity in your SMS alerts. using Pabbly Connect

Select the date field and map the date received from TidyCal to the formatter. Specify the formats for both the input and output to ensure consistency. For the output format, use ‘YY-MM-DD HH:mm:ss’ and set the timezone to Asia/Kolkata.

Once you have formatted the date and time, you can proceed to set up the Crisp Call connection for sending SMS alerts. You will need to provide your API key and secret key from your Crisp Call account.

5. Sending SMS Alerts Using Crisp Call

To send SMS alerts, you must connect Crisp Call with Pabbly Connect. Enter your API key and secret key obtained from the Crisp Call settings. This connection allows Pabbly Connect to send SMS alerts on your behalf. using Pabbly Connect

In the SMS message field, craft your message by mapping the details from the booking response. Include the name of the person who booked, the event name, and their email address. This personalized message ensures the recipient gets all necessary information.

Enter your Crisp Call API key and secret key. Map the booking details into the SMS message. Save and send a test request to confirm SMS delivery.

Once you receive a positive response, your automation is complete. You will now get SMS alerts for every new booking made in your TidyCal account using Crisp Call.

Conclusion

Integrating SMS with Automation Using Pabbly Connect allows you to receive timely alerts for TidyCal bookings. By following this tutorial, you can set up a seamless connection between TidyCal and Crisp Call, ensuring you never miss an important booking notification.

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