
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
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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 Synthflow AI integrations.
Creates a SMS action
Creates a transfer call action
Creates an action of type information extractor yes no
Creates an action for open questions
Initiates a real-time voice call through the AI assistant.
Creates a new contact.

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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 Synthflow AI and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Synthflow AI triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Synthflow AI 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 Synthflow AI 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 Synthflow AI 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.
Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates
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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