Connect Bigin and TidyHQ
Integrate Bigin with TidyHQ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Bigin + TidyHQ flows
Start from a real workflow other teams are already running.
Choose a trigger
Bigin
When this happens...
New Contact Created
New Deal Is Created
Choose an action
TidyHQ
Automatically do this!
Create Contact
Update Contact
Add Contact Note
Add Invoice Note
Add Membership Note
Delete Contact
Delete Contact Note
Delete Invoice Note
Delete Membership Note
Find Invoice Notes
Find Membership Notes
Find Contact Notes
Create Contact in TidyHQ when New Contact Created in Bigin
Use this flowUpdate Contact in TidyHQ when New Contact Created in Bigin
Use this flowAdd Contact Note to TidyHQ when New Contact Created in Bigin
Use this flowAdd Invoice Note in TidyHQ when New Contact Created in Bigin
Use this flowAdd Membership Note to TidyHQ when New Contact Created in Bigin
Use this flowDelete Contact in TidyHQ when New Contact Created in Bigin
Use this flowDelete Contact Note in TidyHQ when New Contact Created in Bigin
Use this flowDelete Invoice Note in Tidyhq when New Contact Created in Bigin
Use this flowDelete Membership Note in TidyHQ when New Contact Created in Bigin
Use this flowFind Invoice Notes in TidyHQ when New Contact Created in Bigin
Use this flowSupported Triggers & Actions
Everything you can automate between Bigin and TidyHQ.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Contact Updated
Triggers when a Contact is updated.
Contact Group Added
This trigger activates when a contact group is added.
Do thisActions
Action is the task that follows automatically within your Bigin integrations.
Create Contact
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Update Contact
Updates an existing contact in Bigin with the provided details.
Update Company
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.
Get Organization Details
Retrieves the details of the organization.
Create Or Update Pipeline
Creates a new pipeline or updates an existing pipeline in Bigin.
Create Or Update Contact
Creates a new contact or updates an existing contact matched by email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Bigin
Bigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
Learn more
About TidyHQ
When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bigin and TidyHQ accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Bigin and TidyHQ as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach TidyHQ. No coding required.
Yes. You can set up a workflow where Bigin triggers actions in TidyHQ, and a separate workflow where TidyHQ triggers actions in Bigin. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Bigin and TidyHQ. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bigin and TidyHQ integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
