Connect Cloudconvert and TidyHQ to Build Intelligent Automations
Choose a Trigger
When this happens...
New Job
Job Failed
Job Finished
Choose an Action
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
Ready to use Cloudconvert and TidyHQ automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Job
Triggers when a new job is created.
Job Failed
Triggers when a job failed.
Job Finished
Triggers when a job finished.
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.
Do thisActions
Action is the task that follows automatically within your Cloudconvert integrations.
Convert a File
Converts a file from one format to another using CloudConvert's conversion options.
Create Contact
Creates a new contact.
Update Contact
Updates an existing contact.
Add Contact Note
Add a note to a Contact, given a Tidy-Assigned Identifier for the Contact
Add Invoice Note
Add a note to a Invoice, given a Tidy-Assigned Identifier for the Invoice.
Add Membership Note
Add a note to a Membership, given a Tidy-Assigned Identifier for the Membership.
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Frequently Asked Questions
To start, connect both your Cloudconvert and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloudconvert triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Cloudconvert data is recorded in TidyHQ. This includes choosing which data fields go into which fields of TidyHQ, setting up custom formats, and filtering out unwanted information.
The data sync between Cloudconvert and TidyHQ typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cloudconvert and TidyHQ. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Cloudconvert
Cloudconvert is a versatile online file conversion tool that supports a wide range of file formats. It allows users to convert files from one format to another seamlessly, making it an essential tool for anyone needing quick and reliable file conversions.
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.
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