Connect PollPe and TidyHQ to Build Intelligent Automations

Choose a Trigger

PollPe

When this happens...

Choose an Action

TidyHQ

Automatically do this!

Ready to use PollPe and TidyHQ automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Form Submitted

Form Submitted

Runs when form is submitted.

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 PollPe integrations.

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.

Add Membership Note

Add Membership Note

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

Delete Contact

Delete Contact

Deletes a contact, given a Tidy-Assigned Identifier.

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Frequently Asked Questions

How do I start an integration between PollPe and TidyHQ?

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

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

Absolutely. You can customize how PollPe 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 PollPe and TidyHQ?

The data sync between PollPe 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 PollPe 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 PollPe and TidyHQ?

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

PollPe

About PollPe

PollPe is an innovative platform designed to create, distribute, and analyze polls and surveys with ease. It offers robust tools for gathering insights and feedback from your audience, making it ideal for businesses, educators, and researchers.

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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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