Connect Qminder and TidyHQ to Build Intelligent Automations
Choose a Trigger
When this happens...
Add visitor to queue
visitor checks in
Mark visitor as served
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Add visitor to queue
Triggers when a new visitor is added.
visitor checks in
runs when visitor checks in
Mark visitor as served
Set a visitor's status to 'served' in Qminder to update the queue and record service completion.
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 Qminder integrations.
Add visitor to line
Add a visitor to the selected line so they join the location's queue.
Create Contact
Creates a new contact.
Update Contact
Updates an existing contact.
Add Contact Note
Add a note to a Contact, given a Tidy-Assigned Identifier for the Contact
Add Invoice Note
Add a note to a Invoice, given a Tidy-Assigned Identifier for the Invoice.
Add Membership Note
Add a note to a Membership, given a Tidy-Assigned Identifier for the Membership.
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Frequently Asked Questions
To start, connect both your Qminder and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Qminder triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Qminder 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 Qminder 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 Qminder 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 Qminder
Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.
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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