
When this happens...
Guide Deleted
Guide Added to a Collection
Guide Removed From Collection

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a guide is deleted.
Triggers when a guide is added to a collection.
Triggers when a guide is removed from the collection.
Triggers when a contact has been created manually or automatically.
Triggers when two contacts are merged.
Triggers when a Contact is updated.
Action is the task that follows automatically within your Dubble integrations.
Create a new collection.
Updates a collection.
Delete a collection.
Updates a guide
Deletes a guide.
Adds a guide to a collection.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Dubble and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Dubble triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Dubble 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 Dubble 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 Dubble 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.
Dubble is a cutting-edge platform designed to enhance team collaboration and productivity. It offers a suite of tools to streamline communication, project management, and task tracking, making it ideal for businesses looking to optimize their workflow.
Learn MoreWhen 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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