Connect Billsby and TidyHQ
Integrate Billsby with TidyHQ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Customer in Billsby when Contact Activated in TidyHQ
Create One-Time Charge in Billsby when Contact Activated in TidyHQ
Find Customer in Billsby when Contact Activated in TidyHQ
Delete a Customer in Billsby when Contact Activated in TidyHQ
Add Feature Tags in Billsby when Contact Activated in TidyHQ
Popular Billsby + TidyHQ flows
Start from a real workflow other teams are already running.
Choose a trigger
Billsby
When this happens...
- Request a new Trigger for Billsby
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
Update Customer in Billsby when Contact Activated in TidyHQ
Use this flowCreate One-Time Charge in Billsby when Contact Activated in TidyHQ
Use this flowFind Customer in Billsby when Contact Activated in TidyHQ
Use this flowDelete a Customer in Billsby when Contact Activated in TidyHQ
Use this flowAdd Feature Tags in Billsby when Contact Activated in TidyHQ
Use this flowUpdate Counter in Billsby when Contact Activated in TidyHQ
Use this flowUpdate Customer in Billsby when Contact Merged in Tidyhq
Use this flowCreate One-Time Charge in Billsby when Contact Merged in Tidyhq
Use this flowFind Customer in Billsby when Contact Merged in Tidyhq
Use this flowDelete a Customer in Billsby when Contact Merged in Tidyhq
Use this flowSupported Triggers & Actions
Everything you can automate between Billsby and TidyHQ.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Contact Group Removed
This triggers when a contact is removed from a group.
Event Created
This triggers when an Event is created.
Do thisActions
Action is the task that follows automatically within your Billsby integrations.
Update Customer
Update a customer's contact and billing details.
Create One-Time Charge
Charge a customer a one-time adjustable amount and create an invoice.
Find Customer
Find customer's details using their name.
Delete a Customer
Delete a customer.
Add Feature Tags
Adds feature tags to the provided subscriptionIds
Update Counter
Updates a counter
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 Billsby
Billsby is a comprehensive subscription billing platform designed to simplify and automate the billing process for businesses. It offers features such as customizable billing cycles, detailed analytics, and seamless integration with various payment gateways.
Learn moreAbout 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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Billsby 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 Billsby 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 Billsby triggers actions in TidyHQ, and a separate workflow where TidyHQ triggers actions in Billsby. 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 Billsby and TidyHQ. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Billsby 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.
