Connect TidyHQ and Apollo to Build Intelligent Automations

Choose a Trigger

TidyHQ

When this happens...

Choose an Action

Apollo

Automatically do this!

Ready to use TidyHQ and Apollo automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Contact Activated

Contact Activated

Triggers when a contact has been created manually or automatically.

Contact Merged

Contact Merged

Triggers when two contacts are merged.

Contact Updated

Contact Updated

Triggers when a Contact is updated.

Contact Group Added

Contact Group Added

This trigger activates when a contact group is added.

Contact Group Removed

Contact Group Removed

This triggers when a contact is removed from a group.

Event Created

Event Created

This triggers when an Event is created.

Do thisActions

Action is the task that follows automatically within your TidyHQ integrations.

Create Contact

Create Contact

Creates a new contact.

Update Contact

Update Contact

Updates an existing contact.

Add Contact Note

Add Contact Note

Add a note to a Contact, given a Tidy-Assigned Identifier for the Contact

Add Invoice Note

Add Invoice Note

Add a note to a Invoice, given a Tidy-Assigned Identifier for the Invoice.

Add Membership Note

Add Membership Note

Add a note to a Membership, given a Tidy-Assigned Identifier for the Membership.

Delete Contact

Delete Contact

Deletes a contact, given a Tidy-Assigned Identifier.

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Step by step guides to integrate TidyHQ and Apollo

Frequently Asked Questions

How do I start an integration between TidyHQ and Apollo?

To start, connect both your TidyHQ and Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in TidyHQ triggers actions in Apollo (or vice versa).

Can we customize how data from TidyHQ is recorded in Apollo?

Absolutely. You can customize how TidyHQ data is recorded in Apollo. This includes choosing which data fields go into which fields of Apollo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between TidyHQ and Apollo?

The data sync between TidyHQ and Apollo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from TidyHQ to Apollo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between TidyHQ and Apollo?

Yes, you can set conditional logic to control the flow of data between TidyHQ and Apollo. 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.

TidyHQ

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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Apollo

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Learn More