Integrate Dotdigital with TidyHQ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a List in Dotdigital when Contact Activated in TidyHQ
Create Contact Data Field in Dotdigital when Contact Activated in TidyHQ
Refresh Segment in Dotdigital when Contact Activated in TidyHQ
Send Email Campaign in Dotdigital when Contact Activated in TidyHQ
Send SMS in Dotdigital when Contact Activated in TidyHQ
Start from a real workflow other teams are already running.
Dotdigital
When this happens...
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 List in Dotdigital when Contact Activated in TidyHQ
Use this flowCreate Contact Data Field in Dotdigital when Contact Activated in TidyHQ
Use this flowRefresh Segment in Dotdigital when Contact Activated in TidyHQ
Use this flowSend Email Campaign in Dotdigital when Contact Activated in TidyHQ
Use this flowSend SMS in Dotdigital when Contact Activated in TidyHQ
Use this flowSend Transactional Email in Dotdigital when Contact Activated in TidyHQ
Use this flowUnsubscribe Contact in Dotdigital when Contact Activated in TidyHQ
Use this flowCreate a List in Dotdigital when Contact Merged in Tidyhq
Use this flowCreate Contact Data Field in Dotdigital when Contact Merged in Tidyhq
Use this flowRefresh Segment in Dotdigital when Contact Merged in Tidyhq
Use this flowEverything you can automate between Dotdigital and TidyHQ.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact has been created manually or automatically.
Triggers when two contacts are merged.
Triggers when a Contact is updated.
This trigger activates when a contact group is added.
This triggers when a contact is removed from a group.
This triggers when an Event is created.
Action is the task that follows automatically within your Dotdigital integrations.
Creates a list.
Creates a contact data field within the account.
Refreshes a segment.
Send a marketing email to a contact.
Send a marketing SMS to a contact.
Sends a transactional email.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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Dotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.
Learn moreWhen your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
Learn moreSign up for a free viaSocket account, then authorize both your Dotdigital 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 Dotdigital 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 Dotdigital triggers actions in TidyHQ, and a separate workflow where TidyHQ triggers actions in Dotdigital. 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 Dotdigital and TidyHQ. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Dotdigital 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.