Connect Sanity and TidyHQ
Integrate Sanity with TidyHQ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Sanity + TidyHQ flows
Start from a real workflow other teams are already running.
Choose a trigger
Sanity
When this happens...
- Request a new Trigger for Sanity
Choose an action
TidyHQ
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
Create project in Sanity when Contact Activated in TidyHQ
Use this flowUpdate Project in Sanity when Contact Activated in TidyHQ
Use this flowDelete Project in Sanity when Contact Activated in TidyHQ
Use this flowUpdate Role in Sanity when Contact Activated in TidyHQ
Use this flowDelete Role in Sanity when Contact Activated in TidyHQ
Use this flowCreate project in Sanity when Contact Merged in Tidyhq
Use this flowUpdate Project in Sanity when Contact Merged in Tidyhq
Use this flowDelete Project in Sanity when Contact Merged in Tidyhq
Use this flowUpdate Role in Sanity when Contact Merged in Tidyhq
Use this flowDelete Role in Sanity when Contact Merged in Tidyhq
Use this flowSupported Triggers & Actions
Everything you can automate between Sanity and TidyHQ.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Contact Group Added
This trigger activates when a contact group is added.
Contact Group Removed
This triggers when a contact is removed from a group.
Event Created
This triggers when an Event is created.
Do thisActions
Action is the task that follows automatically within your Sanity integrations.
Create project
Create a new project with a display name and optional organization ID
Update Project
Modify an existing Sanity project's name, settings, or metadata.
Delete Project
Delete a specific project.
Update Role
Update the details of specific role.
Delete Role
Delete a specific role by its id.
Create Contact
Creates a new contact.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Sanity and TidyHQ free
No credit card required. Set up your first workflow in minutes.
About Sanity
Sanity is a platform for structured content that allows teams to build and manage digital experiences with ease. It provides a flexible and customizable content management system (CMS) that adapts to your needs, enabling seamless collaboration and efficient content delivery.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sanity and TidyHQ accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Sanity and TidyHQ as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach TidyHQ. No coding required.
Yes. You can set up a workflow where Sanity triggers actions in TidyHQ, and a separate workflow where TidyHQ triggers actions in Sanity. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Sanity and TidyHQ. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sanity and TidyHQ integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
