
When this happens...
New User
New Appointment
Appointment Changes
User Is Created, Updated, or Deleted
New Form
Credit Purchase
Send Mail
Reminder or Follow Up Arrives

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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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when user creates new login
Runs when new appointment is created
Runs when appointment is created, changed, or deleted
Runs when User Is Created, Updated, or Deleted
Runs when Stand-Alone Form Is Submitted
Runs when credit purchase
Action is the task that follows automatically within your SuperSaaS integrations.
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.
Add a note to a Membership, given a Tidy-Assigned Identifier for the Membership.
Deletes a contact, given a Tidy-Assigned Identifier.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SuperSaaS and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperSaaS triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how SuperSaaS 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 SuperSaaS 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 SuperSaaS 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.
Online appointment scheduling for any type of business. Flexible and affordable booking software that can be integrated into any site.
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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