Ready to level up your organization game? In this tutorial, we will show you how to integrate Tidycal and Sessions through Albato. Picture this: seamless scheduling, easy-peasy calendar management, and stress-free session planning.
How to create automation
Sign in to your Albato account. Go to the Automation section and click the Create new automation button.
The first step is to set up a trigger.
Triggers are events that trigger an automation. All triggers run in real time, that is, data is transferred the moment the event occurs.
- Choose Tidycal.
- Choose the Booking created event.
- Specify your Tidycal connection.
You can connect your Tidycal account to Albato by following these instructions if you haven't already done so.
Click the Add a trigger button and move on to the next step - set up an action.
Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.
- Choose Sessions.
- Choose the Create a session action.
- Specify your Sessions connection.
You can connect your Sessions account to Albato by following these instructions if you haven't already done so.
Click the Add an action button and Map the fields. Here's an example:
- In the Session name choose the Meeting ID from the the Tidycal: Booking is created step.
- Choose the dates from the Tidycal: Booking is created drop down list.
- Fill the participant's info from the Tidycal: Booking is created drop-down list.
Click the Save button.
The automation is ready. Now, every Tidycal booking magically transforms into a Sessions session, thanks to the Albato magic in between. No more manual data entries or double bookings!
If you have questions about setting up integrations, contact our technical support through the the live chat on our website.
