
When this happens...

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.
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.
This triggers when a contact is removed from a group.
This triggers when an Event is created.
Action is the task that follows automatically within your Sendlane integrations.
Subscribe a contact by its email ID.
Unsubscribe a contact by its email ID
Delete a Contact by its email id
Get a contact detail by its email id
Create a list and specify sender's profile detail
Update a list from the list ID

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To start, connect both your Sendlane and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendlane triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Sendlane 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 Sendlane 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 Sendlane 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.
Sendlane is an email marketing service that provides businesses with tools to create and send email campaigns, automate marketing processes, and analyze email engagement. It's designed to help improve customer communication and drive sales.
Learn MoreWhen your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
Learn More