Add TidyHQ to Your Product

Give your customers access to TidyHQ from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.

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Integration Infrastructure

Everything You Need to Manage TidyHQ Integrations

Add TidyHQ to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.

Managed Authentication

Let your customers connect their TidyHQ accounts without building and maintaining OAuth flows yourself.

Customer-Specific Connections

Manage separate TidyHQ connections for each customer in your product & agents.

Actions, Triggers and Webhooks

Execute supported TidyHQ actions and receive events through a consistent integration interface.

Managed Data Mapping

Map data between your product & agents and the formats expected by TidyHQ.

Monitoring and Debugging

Track executions, inspect errors, and troubleshoot integration issues.

Your Product & Agents, Your Experience

Offer TidyHQ integrations under your own branding and within your existing product & agents.

Available Actions and Triggers for TidyHQ

What You Can Do with TidyHQ

Explore available actions to let your product & agents interact with TidyHQ.

  • Create Contact Creates a new contact.
  • Update ContactUpdates an existing contact.
  • Add Contact NoteAdd a note to a Contact, given a Tidy-Assigned Identifier for the Contact
  • Add Invoice NoteAdd a note to a Invoice, given a Tidy-Assigned Identifier for the Invoice.
  • Add Membership NoteAdd a note to a Membership, given a Tidy-Assigned Identifier for the Membership.
  • Delete ContactDeletes a contact, given a Tidy-Assigned Identifier.
  • Delete Contact NoteDeletes a Contact note, given Tidy-Assigned Identifiers for the Contact and note.
  • Delete Invoice NoteThis action lets you delete an specific invoice note.
  • Delete Membership NoteDeletes a Membership note, given Tidy-Assigned Identifiers for the Membership and note.

Respond to Events in TidyHQ

Use triggers to let your product & agents respond to events from connected TidyHQ accounts.

  • Contact ActivatedTriggers when a contact has been created manually or automatically.
  • Contact MergedTriggers when two contacts are merged.
  • Contact UpdatedTriggers when a Contact is updated.
  • Contact Group AddedThis trigger activates when a contact group is added.
  • Contact Group RemovedThis triggers when a contact is removed from a group.
  • Event CreatedThis triggers when an Event is created.
  • Event ActivatedThis triggers when an event is activated.
  • Event UpdatedThis triggers when an event is updated.
  • Event DeletedThis trigger when event is deleted.

About 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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viaSocket

About viaSocket

Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.

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Frequently Asked Questions

FAQs about adding TidyHQ to your product & agents

Find answers to common questions about integrating TidyHQ into your product & agents, including authentication, supported actions, triggers, and implementation.

How can I integrate TidyHQ into my product & agents?

You can use viaSocket to add TidyHQ integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.

Do I need to build and maintain the integration infrastructure myself?

No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.

Can my customers connect their own TidyHQ accounts?

Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own TidyHQ account.

Can I offer TidyHQ integration under my own branding?

Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.

Can I connect TidyHQ with other apps?

Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with TidyHQ and other supported services.

How do I execute actions in TidyHQ?

Use viaSocket's supported actions and APIs to perform operations in connected TidyHQ accounts. Available operations depend on the integration's supported capabilities and the permissions granted.

Can my product & agents respond to events from TidyHQ?

Yes. You can use supported triggers and webhooks to receive events from TidyHQ and respond within your product & agents.

Bring TidyHQ Into Your Product & Agents

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  • Managed auth
  • Per-customer connections
  • Actions & triggers
  • Data mapping
  • Monitoring & logs
  • Your branding