Connect Missive and TidyHQ to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Comment
New Message
Choose an Action
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
Ready to use Missive and TidyHQ automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created
New Comment
Triggers when a new comment is added
New Message
Triggers when a new message is received through email ,sms etc
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Contact Updated
Triggers when a Contact is updated.
Do thisActions
Action is the task that follows automatically within your Missive integrations.
Create Contact
Creates a new contact
Update Contact
Updates an existing contact details
Create Task
Creates a new task
Find or Create Contact
Find an existing contact . Optionally Creates a new contact if none is found
Create Draft
Creates a new draft and optionally sends it
Create Post
Creates a new post
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Frequently Asked Questions
To start, connect both your Missive and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Missive triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Missive 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 Missive 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 Missive 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.
About Missive
Email, group chat and tasks for productive teams. One app for all your internal and external communication.
Learn MoreAbout 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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