Connect Docugami and TidyHQ
Integrate Docugami with TidyHQ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Docugami + TidyHQ flows
Start from a real workflow other teams are already running.
Choose a trigger
Docugami
When this happens...
Create Project
Create Docsets
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 a docset in Docugami when Contact Activated in TidyHQ
Use this flowCreate a project in Docugami when Contact Activated in TidyHQ
Use this flowPublish a project in Docugami when Contact Activated in TidyHQ
Use this flowCreate a docset in Docugami when Contact Merged in Tidyhq
Use this flowCreate a project in Docugami when Contact Merged in Tidyhq
Use this flowPublish a project in Docugami when Contact Merged in Tidyhq
Use this flowCreate a docset in Docugami when Contact Updated in TidyHQ
Use this flowCreate a project in Docugami when Contact Updated in TidyHQ
Use this flowPublish a project in Docugami when Contact Updated in TidyHQ
Use this flowCreate a docset in Docugami when Contact Group Added in Tidyhq
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and TidyHQ.
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
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 Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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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AI will build it for you
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 Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami 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 Docugami 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 Docugami triggers actions in TidyHQ, and a separate workflow where TidyHQ triggers actions in Docugami. 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 Docugami and TidyHQ. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami 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.
