
When this happens...
New Inbound Message Arrives
Message Delivery Status Changes

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
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new inbound message arrives.
Runs when Message Delivery Status Changes
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 SandeshChat integrations.
Send a SandeshChat template message to a recipient's phone number.
Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.
Creates a new contact.
Updates an existing contact.
Add a note to a Contact, given a Tidy-Assigned Identifier for the Contact
Add a note to a Invoice, given a Tidy-Assigned Identifier for the Invoice.

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To start, connect both your SandeshChat and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in SandeshChat triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how SandeshChat 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 SandeshChat 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 SandeshChat 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.
SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.
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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