Connect Gtwy and TidyHQ to Build Intelligent Automations

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Gtwy

When this happens...

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TidyHQ

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Error Alert

Error Alert

Send an alert when an error occurs for one or more selected bridges.

Missing Variable Alert

Missing Variable Alert

Send an alert for selected bridges when required variables are missing, prompting you to correct the configuration.

retry alert is created

retry alert is created

runs when retry alert is created

Contact Activated

Contact Activated

Triggers when a contact has been created manually or automatically.

Contact Merged

Contact Merged

Triggers when two contacts are merged.

Contact Updated

Contact Updated

Triggers when a Contact is updated.

Do thisActions

Action is the task that follows automatically within your Gtwy integrations.

Talk to AI

Talk to AI

Give prompt to the selected AI agent and receive its reply.

Send Message to AI Agent

Send Message to AI Agent

Send a message to the selected AI agent and receive its reply.

Create Contact

Create Contact

Creates a new contact.

Update Contact

Update Contact

Updates an existing contact.

Add Contact Note

Add Contact Note

Add a note to a Contact, given a Tidy-Assigned Identifier for the Contact

Add Invoice Note

Add Invoice Note

Add a note to a Invoice, given a Tidy-Assigned Identifier for the Invoice.

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Frequently Asked Questions

How do I start an integration between Gtwy and TidyHQ?

To start, connect both your Gtwy and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Gtwy triggers actions in TidyHQ (or vice versa).

Can we customize how data from Gtwy is recorded in TidyHQ?

Absolutely. You can customize how Gtwy 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.

How often does the data sync between Gtwy and TidyHQ?

The data sync between Gtwy and TidyHQ typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Gtwy to TidyHQ?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Gtwy and TidyHQ?

Yes, you can set conditional logic to control the flow of data between Gtwy 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.

Gtwy

About Gtwy

AI Middleware is a platform designed to facilitate seamless integration and interaction between artificial intelligence systems and other software applications. It acts as an intermediary layer that simplifies the communication and data exchange processes, enabling developers to build more efficient and scalable AI-driven solutions.

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TidyHQ

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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