When this happens...
New Company
Invoive Paid
New Invoice
New Credit Note
New Contact
New Product

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.
Trigger's when new company added.
Trigger's when an invoice status is updated to "paid".
Trigger's when new invoice created.
Trigger's when a new credit note is created.
Trigger's when new contact is created.
Trigger's when new product is created.
Action is the task that follows automatically within your Factures integrations.
get comapnies details
get all contacts with details
get all existing invoice in factures
get credit notes companies
get all products from the factures
create a new company

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To start, connect both your Factures and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Factures triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Factures 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 Factures 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 Factures 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.
Factures is a comprehensive platform designed to streamline and simplify the process of managing invoices and billing. It offers tools for creating, sending, and tracking invoices, ensuring efficient financial operations for businesses of all sizes.
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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