Connect Conversion Chats and TidyHQ
Integrate Conversion Chats with TidyHQ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contacts in Conversion Chats when Contact Activated in TidyHQ
Update Contacts in Conversion Chats when Contact Activated in TidyHQ
Create Contacts in Conversion Chats when Contact Merged in Tidyhq
Update Contacts in Conversion Chats when Contact Merged in Tidyhq
Create Contacts in Conversion Chats when Contact Updated in TidyHQ
Popular Conversion Chats + TidyHQ flows
Start from a real workflow other teams are already running.
Choose a trigger
Conversion Chats
When this happens...
- Request a new Trigger for Conversion Chats
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 Contacts in Conversion Chats when Contact Activated in TidyHQ
Use this flowUpdate Contacts in Conversion Chats when Contact Activated in TidyHQ
Use this flowCreate Contacts in Conversion Chats when Contact Merged in Tidyhq
Use this flowUpdate Contacts in Conversion Chats when Contact Merged in Tidyhq
Use this flowCreate Contacts in Conversion Chats when Contact Updated in TidyHQ
Use this flowUpdate Contacts in Conversion Chats when Contact Updated in TidyHQ
Use this flowCreate Contacts in Conversion Chats when Contact Group Added in Tidyhq
Use this flowUpdate Contacts in Conversion Chats when Contact Group Added in Tidyhq
Use this flowCreate Contacts in Conversion Chats when Contact Group Removed in Tidyhq
Use this flowUpdate Contacts in Conversion Chats when Contact Group Removed in Tidyhq
Use this flowSupported Triggers & Actions
Everything you can automate between Conversion Chats 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 Conversion Chats integrations.
Send Template Message
Sends WhatsApp message using template.
Create Contacts
Add the contact details into the database and can select the specific group to add contacts in conversion chats.
Update Contacts
Update the contact details into the database and can select the specific group to add contacts in conversion chats.
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
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 Conversion Chats
Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
Learn moreSimilar apps
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Conversion Chats 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 Conversion Chats 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 Conversion Chats triggers actions in TidyHQ, and a separate workflow where TidyHQ triggers actions in Conversion Chats. 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 Conversion Chats and TidyHQ. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Conversion Chats 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.
