TidyCal WhatChimp

Create customer profiles from shared files

When a team member uploads client information in WhatChimp, automatically create or update the corresponding customer profile in TidyCal.

Try:

See all TidyCal + WhatChimp integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

TidyCal Explore TidyCal →

Triggers
New booking made

Fires when a new booking or appointment is made in TidyCal.

Booking rescheduled or canceled

Fires when a booking in TidyCal is changed or canceled.

New customer

Fires when a new customer books for the first time in TidyCal.

Actions
Create a booking

Creates a new booking or appointment in TidyCal.

Cancel or reschedule a booking

Cancels or moves a booking in TidyCal.

Create or update a customer

Creates or updates a customer record in TidyCal.

Add the booking to a calendar

Adds a booking from TidyCal to a connected calendar.

WhatChimp Explore WhatChimp →

Triggers
New message posted

Fires when a new message is posted to a channel in WhatChimp.

New channel created

Fires when a new channel is created in WhatChimp.

Mentioned in a message

Fires when your team or a keyword is mentioned in WhatChimp.

New file shared

Fires when a new file is shared in WhatChimp.

Actions
Send channel message

Posts a message to a channel in WhatChimp.

Send direct message

Sends a direct message to a specific person in WhatChimp.

Add reaction

Reacts to a message in WhatChimp.

Invite user to channel

Adds a user to a channel in WhatChimp.

Announce new client bookings in team chat Whenever a client schedules an appointment in TidyCal, post a channel message in WhatChimp so the team can prepare. See details
Update team channels when appointments are canceled or rescheduled When a customer reschedules or cancels a booking in TidyCal, send a direct message in WhatChimp to notify the assigned staff member. See details

See all TidyCal + WhatChimp integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create customer profiles from shared files” between TidyCal and WhatChimp?

Yes — describe it in the box above and Knit's Integrations Agent researches TidyCal and WhatChimp's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integration between WhatChimp and TidyCal keep my team organized?

Real-time announcements for new, rescheduled, or canceled appointments appear instantly in WhatChimp, ensuring staff are prepared without constantly monitoring calendar tools.

Can chat activities in WhatChimp manage customer profiles?

Yes, when new files or customer details are shared in WhatChimp, you can automatically create or update customer records in TidyCal.

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