Connect LiveAgent and TidyHQ to Build Intelligent Automations

Choose a Trigger

LiveAgent

When this happens...

Choose an Action

TidyHQ

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Ready to use LiveAgent and TidyHQ automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Triggers when a new customer is added.

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.

Contact Group Added

Contact Group Added

This trigger activates when a contact group is added.

Contact Group Removed

Contact Group Removed

This triggers when a contact is removed from a group.

Do thisActions

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

List Customers

List Customers

Get details of all customers.

List Conversations

List Conversations

Get details of all conversations.

Add New Customer

Add New Customer

Add new customer in LiveAgent.

Add Customer to Group

Add Customer to Group

Add a customer to an existing group.

Remove Customer From Group

Remove Customer From Group

Removes customer form a particular group.

List Companies

List Companies

Retrieve list of companies

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Frequently Asked Questions

How do I start an integration between LiveAgent and TidyHQ?

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

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

Absolutely. You can customize how LiveAgent 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 LiveAgent and TidyHQ?

The data sync between LiveAgent 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 LiveAgent 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 LiveAgent and TidyHQ?

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

LiveAgent

About LiveAgent

LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.

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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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