
When this happens...
Payment Received
Subscription Cancelled

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a payment is received.
Triggers when a user has cancelled their subscription, or Stripe has marked it as cancelled due to payment failures.
Triggers when a contact has been created manually or automatically.
Triggers when two contacts are merged.
Triggers when a Contact is updated.
This trigger activates when a contact group is added.
Action is the task that follows automatically within your PayHere integrations.
Creates a new payment plan
Update the company information for currently authenticated user.
Issue a refund a customer the amount specified, can be a partial refund.
Creates a new contact.
Updates an existing contact.
Add a note to a Contact, given a Tidy-Assigned Identifier for the Contact

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your PayHere and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in PayHere triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how PayHere 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 PayHere 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 PayHere 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.
PayHere is a comprehensive online payment gateway service that facilitates seamless and secure transactions for businesses and individuals in Sri Lanka. It supports multiple payment methods, including credit cards, mobile payments, and bank transfers, making it easier for users to manage their financial transactions online.
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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