
When this happens...
New Organization
New Person Added
New Ticket
New Task

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
When this happensTriggers
A trigger is an event that starts a workflow.
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
Checks for any new ticket created
This trigger checks for newly created tasks in Deskpro.
Triggers when a contact has been created manually or automatically.
Triggers when two contacts are merged.
Action is the task that follows automatically within your Deskpro integrations.
Create a Breand in Deskpro
Create a new Deskpro support ticket with subject, requester email, message (HTML or text), context (agent/user), and status.
Create a new organization in Deskpro, optionally setting parent org, labels, summary, picture, phone number, and primary contact.
Retrieve tickets from Deskpro using a query string.
Search Deskpro organizations by exact or partial name and return matching organization records or a message if none are found.
Add a text or HTML message to an existing Deskpro ticket to update the requester or record ticket details.

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To start, connect both your Deskpro and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Deskpro triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Deskpro 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 Deskpro 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 Deskpro 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.
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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