Connect eSignatures and TidyHQ
Integrate eSignatures with TidyHQ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Contact in TidyHQ when New Fully Signed Contract in eSignatures
Add Invoice Note in TidyHQ when New Fully Signed Contract in eSignatures
Add Membership Note to TidyHQ when New Fully Signed Contract in eSignatures
Delete Invoice Note in Tidyhq when New Fully Signed Contract in eSignatures
Delete Membership Note in TidyHQ when New Fully Signed Contract in eSignatures
Popular eSignatures + TidyHQ flows
Start from a real workflow other teams are already running.
Choose a trigger
eSignatures
When this happens...
New Fully Signed Contract
Signer Views Contract
New Contract Sent to Signer
New Contract Signed
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
Update Contact in TidyHQ when New Fully Signed Contract in eSignatures
Use this flowAdd Invoice Note in TidyHQ when New Fully Signed Contract in eSignatures
Use this flowAdd Membership Note to TidyHQ when New Fully Signed Contract in eSignatures
Use this flowDelete Invoice Note in Tidyhq when New Fully Signed Contract in eSignatures
Use this flowDelete Membership Note in TidyHQ when New Fully Signed Contract in eSignatures
Use this flowDelete Contact in TidyHQ when Signer Views Contract in eSignatures
Use this flowDelete Contact Note in TidyHQ when Signer Views Contract in eSignatures
Use this flowFind Contact Notes in TidyHQ when Signer Views Contract in eSignatures
Use this flowAdd Contact Note to TidyHQ when New Contract Sent to Signer via eSignatures
Use this flowDelete Contact Note in TidyHQ when New Contract Sent to Signer via eSignatures
Use this flowSupported Triggers & Actions
Everything you can automate between eSignatures and TidyHQ.
When this happensTriggers
A trigger is an event that starts a workflow.
New Fully Signed Contract
Runs when a contract is fully signed by all parties.
Signer Views Contract
Runs when signer views a contract. Select a contract or signer to filter.
New Contract Sent to Signer
Runs when new contract is sent to a signer.
New Contract Signed
Runs when new contract is signed.
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Do thisActions
Action is the task that follows automatically within your eSignatures integrations.
Create Contract
Create a new contract and configure signers, template, expiry, emails, labels, and branding.
Withdraw Contract
Withdraws a contract so it can no longer be signed.
Add Contract Signer
Adds a new signer to an existing contract.
Update Contract Signer
Updates an existing signer on a contract.
Delete Contract Signer
Removes a signer from a contract.
Resend Signature Request
Resend a contract's signature request to a selected signer.
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 eSignatures
eSignatures.io is a platform that provides electronic signature solutions, enabling users to sign documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to manage contracts and agreements digitally.
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your eSignatures 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 eSignatures 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 eSignatures triggers actions in TidyHQ, and a separate workflow where TidyHQ triggers actions in eSignatures. 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 eSignatures and TidyHQ. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire eSignatures 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.
