Connect tawk.to and TidyHQ to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor starts chat
End Tawk.to chat
New chat transcript arrives
Create Chat Ticket
Choose an Action
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
Ready to use tawk.to and TidyHQ automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor starts chat
Start a workflow when a visitor begins a chat on the selected Tawk.to property.
End Tawk.to chat
Ends an active Tawk.to chat for the selected property.
New chat transcript arrives
Notifies your workflow whenever a new chat transcript is saved for the selected Tawk.to property.
Create Chat Ticket
Create a support ticket in Tawk.to for a chat on the selected property.
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Do thisActions
Action is the task that follows automatically within your tawk.to integrations.
Create New Site
Create a new Tawk.to site property and optionally send widget installation instructions to your email.
Get Property Details
Retrieve detailed information for the selected Tawk.to property, including settings, agents, widgets, assets, and creation date.
Create Widget
Create a new Tawk.to chat widget for a selected property using the chosen name, type, and language.
Create Contact
Creates a new contact.
Update Contact
Updates an existing contact.
Add Contact Note
Add a note to a Contact, given a Tidy-Assigned Identifier for the Contact
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Frequently Asked Questions
To start, connect both your tawk.to and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in tawk.to triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how tawk.to 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 tawk.to 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 tawk.to 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.
About tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
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.
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