Integrate Simpro to TidyCal in one click, or tell Integrately AI how you want each booking handled. Capture client details, create individual or company customers in Simpro, schedule activity blocks, and alert your team automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Simpro + TidyCal flow
Sync client bookings with your accounting, calendar, and team communication tools for seamless operations. Pick a combination and activate it in one click.
+
Google Calendar (4)
+
QuickBooks Online (4)
+
Gmail (4)
+
Slack (4)
+
Stripe (4)
+
Xero (4)
T
G
S
Create an event in Google Calendar for every new TidyCal booking, and create an individual customer in Simpro.
New TidyCal bookings instantly appear in Google Calendar and create a customer record in Simpro without manual scheduling.
T
G
S
When a TidyCal booking is cancelled, update the event in Google Calendar and search the customer in Simpro.
Cancelled TidyCal bookings update your Google Calendar schedule and locate the customer record in Simpro immediately.
T
G
S
Create a contact in Google Calendar and create a service job in Simpro whenever a TidyCal booking is created.
Every TidyCal booking adds a contact to Google Calendar and sets up a new service job in Simpro instantly.
T
G
S
Use Claude to evaluate TidyCal booking details, create a Google Calendar event, and create a service quote in Simpro.
Use Claude to review TidyCal bookings before creating a Google Calendar event and a service quote in Simpro.
T
Q
S
Create a customer in QuickBooks Online when a TidyCal booking is created, and create an individual customer in Simpro.
New TidyCal bookings generate a QuickBooks Online customer and establish an individual customer record in Simpro.
T
Q
S
When a TidyCal booking is cancelled, update the customer in QuickBooks Online and search the quote in Simpro.
Cancelled TidyCal bookings update customer records in QuickBooks Online and check existing quotes in Simpro.
T
Q
S
Create an invoice in QuickBooks Online for every TidyCal booking, and create a service job in Simpro.
Every TidyCal booking creates a QuickBooks Online invoice and schedules a new service job in Simpro automatically.
T
Q
S
Use ChatGPT to parse TidyCal booking notes, create an estimate in QuickBooks Online, and create a service quote in Simpro.
Use ChatGPT to parse TidyCal notes, create a QuickBooks Online estimate, and generate a Simpro service quote.
T
G
S
Send a confirmation email via Gmail for every new TidyCal booking, and create an individual customer in Simpro.
New TidyCal bookings trigger a Gmail confirmation email and establish an individual customer record in Simpro.
T
G
S
When a TidyCal booking is cancelled, send a notification email in Gmail and search the contact in Simpro.
Cancelled TidyCal bookings trigger a Gmail notification and locate the relevant contact in Simpro.
T
G
S
Send an onboarding email in Gmail for TidyCal bookings, and create a company customer in Simpro.
TidyCal bookings trigger a Gmail onboarding email and set up a company customer profile in Simpro.
T
G
S
Use Gemini to draft a personalised follow-up email in Gmail for TidyCal bookings, and create a service job in Simpro.
Use Gemini to draft a personalised Gmail follow-up and create a new service job in Simpro for TidyCal bookings.
T
S
S
Post a notification in Slack for every new TidyCal booking, and create an individual customer in Simpro.
New TidyCal bookings alert your team instantly in Slack and generate an individual customer record in Simpro.
T
S
S
When a TidyCal booking is cancelled, alert the team in Slack and search the job in Simpro.
Cancelled TidyCal bookings post an alert in Slack and check matching jobs in Simpro.
T
S
S
Post booking alerts in Slack and create a service job in Simpro whenever a TidyCal booking is created.
TidyCal bookings trigger a Slack channel alert and create a new service job in Simpro automatically.
T
S
S
Use Perplexity to research TidyCal booking companies, post the brief in Slack, and create a company customer in Simpro.
Use Perplexity to research TidyCal booking companies, share briefs in Slack, and create Simpro company customers.
T
S
S
Create a customer in Stripe when a TidyCal booking is created, and create an individual customer in Simpro.
New TidyCal bookings generate a Stripe customer profile and establish an individual customer record in Simpro.
T
S
S
When a TidyCal booking is cancelled, update the customer in Stripe and search the quote in Simpro.
Cancelled TidyCal bookings update Stripe customer records and check matching quotes in Simpro.
T
S
S
Create a payment link in Stripe for TidyCal bookings, and create a service job in Simpro.
TidyCal bookings generate a Stripe payment link and create a new service job in Simpro automatically.
T
S
S
Use ChatGPT to analyse TidyCal booking scope, create a custom invoice in Stripe, and create a service quote in Simpro.
Use ChatGPT to evaluate TidyCal booking scope, create a custom Stripe invoice, and generate a Simpro service quote.
T
X
S
Create a contact in Xero when a TidyCal booking is created, and create an individual customer in Simpro.
New TidyCal bookings generate a Xero contact profile and establish an individual customer record in Simpro.
T
X
S
When a TidyCal booking is cancelled, update the contact in Xero and search the quote in Simpro.
Cancelled TidyCal bookings update Xero contact records and check matching quotes in Simpro.
T
X
S
Create a sales invoice in Xero for TidyCal bookings, and create a service job in Simpro.
TidyCal bookings generate a Xero sales invoice and create a new service job in Simpro automatically.
T
X
S
Use Claude to evaluate TidyCal booking requirements, create a Xero quote, and create a service quote in Simpro.
Use Claude to review TidyCal booking requirements, create a Xero quote, and generate a Simpro service quote.
Supported triggers and actions for Simpro and TidyCal
Mix and match to build the exact automation you need
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Automatically create individual or company customer profiles in Simpro the moment a client schedules an appointment in TidyCal. Eliminate manual data entry and keep your database up to date.
📝
Capture every submitted booking question
Map all custom answers and intake notes from TidyCal booking forms directly into Simpro job descriptions and quotes. Ensure your field team has complete context before arriving.
🔔
Alert your dispatch team instantly
Send instant notifications to your team in Slack or Gmail whenever a new TidyCal booking comes in or gets rescheduled. Keep everyone aligned on daily schedules.
🔀
Route bookings based on submitted criteria
Check TidyCal intake fields to determine whether to create a residential individual customer or a commercial company customer in Simpro. Direct your workflows correctly every time.
🔄
Keep customer records updated across systems
Automatically search and update Simpro contact details whenever appointment information changes in TidyCal. Maintain accurate contact histories without manual searching.
🔎
Search and update instead of creating duplicates
Check if a customer already exists in Simpro before creating a new record from a TidyCal booking. Prevent duplicate entries and maintain a clean database.
❌
Handle appointment cancellations automatically
When a booking is cancelled in TidyCal, trigger updates to search matching jobs or quotes in Simpro and notify your team. Keep schedules accurate and prevent wasted trips.
📊
Extend flows with accounting and calendar tools
Connect TidyCal and Simpro with QuickBooks Online, Google Calendar, or Stripe to generate invoices, schedule calendar events, and process payments in one multi-step flow.
And much more...
Who is Simpro + TidyCal integration for?
Operations managers, field service coordinators, and administrative teams who need to sync calendar bookings directly with job management databases.
Operations Managers
Field Service Coordinators
Account Managers
Dispatch Teams
Sales Representatives
Customer Support Leads
📈
Operations Managers
You're reviewing Simpro job reports and customer metrics, but your scheduling numbers only update when someone manually exports calendar bookings, so your capacity planning is always hours behind — with this integration, every new booking updates your workflow instantly and your metrics stay current.
⚡
Field Service Coordinators
You're managing Simpro service jobs, but you find out about new client appointments too late to schedule technicians efficiently — this integration means every TidyCal booking creates customer records and job entries immediately so your dispatch team never misses a beat.
🤝
Account Managers
You're coordinating client meetings in TidyCal while tracking project milestones in Simpro, but manual handoffs lead to missed customer history — automating both apps means client bookings automatically populate your customer database with zero manual friction.
📋
Dispatch Teams
You're handling high volumes of daily TidyCal bookings and manually setting up Simpro jobs, but the influx leads to transcription errors and scheduling gaps — connecting these apps means every booking generates accurate customer files automatically.
💼
Sales Representatives
You're booking consultation calls in TidyCal and need to create Simpro leads and quotes right away, but delays leave prospects waiting — with this integration, client bookings instantly create corresponding leads and quotes in Simpro.
🔍
Customer Support Leads
You're maintaining customer history in Simpro, but disconnected booking tools leave gaps in your client interaction records — automating both apps means every scheduled appointment updates your customer files with complete continuity.
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Simpro + TidyCal
Build and manage your Simpro + TidyCal automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Simpro + TidyCal with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
You can connect Simpro to TidyCal in 1 click using ready-made automations on Integrately, or use Integrately AI to build your exact workflow. It links your scheduling data with Google Calendar, QuickBooks Online, Gmail, Slack, and 1,500+ other apps quickly and reliably.
Can I automatically create Simpro customers from TidyCal bookings?
You can automatically create individual or company customers in Simpro whenever a new booking is created in TidyCal. Start from a ready automation template or use Integrately AI to customise your customer creation workflow in seconds.
Can I connect Simpro, TidyCal, and Google Calendar?
You can easily connect Simpro, TidyCal, and Google Calendar in a single multi-step workflow. When a client books via TidyCal, it creates a calendar event and updates your customer database in Simpro, alongside QuickBooks Online, Gmail, Slack, and 1,500+ other apps.
What is a good Zapier alternative for Simpro and TidyCal?
Most alternatives struggle with multi-step workflows, but Integrately offers built-in AI assistance, 20 million+ ready templates, 24/5 live chat support, and a significantly lower cost for your Simpro and TidyCal automations.
How are customer records handled when a TidyCal booking occurs?
When a booking is created in TidyCal, Integrately can automatically search existing customer records in Simpro or create new individual and company customers based on your intake form details. There is a ready template — start from the Simpro and TidyCal integration.
Can I track booking cancellations in Simpro?
You can track appointment cancellations by triggering a search or update in Simpro when a booking is cancelled in TidyCal. A ready automation exists to help you keep your schedule and job records perfectly aligned.
Do I need coding skills to automate Simpro and TidyCal?
No coding skills are required to connect Simpro and TidyCal. You can use pre-built ready templates or ask Integrately AI to build the automation and map the fields for you.
Is the Simpro and TidyCal integration free?
The Simpro and TidyCal integration is available on Integrately with a free forever plan included. You can start with ready workflows and upgrade whenever your business needs advanced multi-step features.
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Simpro or TidyCal With 1500+ Other Apps
Popular Simpro Integrations
Connect Simpro to accounting, CRM, and field service apps to manage your operations and customer data efficiently.