Integrate TidyHQ with ConvertApi to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get User Info from ConvertApi when Contact Activated in TidyHQ
Convert DOCX to PDF using ConvertApi when Contact Activated in TidyHQ
Convert PDF to JPG using ConvertApi when Contact Activated in TidyHQ
Get User Info from ConvertApi when Contact Merged in Tidyhq
Convert DOCX to PDF using ConvertApi when Contact Merged in Tidyhq
Start from a real workflow other teams are already running.
TidyHQ
When this happens...
Contact Activated
Contact Merged
Contact Updated
Contact Group Added
Contact Group Removed
Event Created
Event Activated
Event Updated
Event Deleted
Event Pack Reserved
Event Pack Activated
Event Pack Expired
Event Pack Cancelled
Event Ticket Created
Event Ticket Updated
Event Ticket Deleted
Finance Order Pending
Finance Order Activated
Finance Order Cancelled
Membership Created
Membership Updated
Membership Activated
Membership Cancelled
ConvertApi
Automatically do this!
Get User Info
Convert DOCX to PDF
Convert PDF to JPG
Get User Info from ConvertApi when Contact Activated in TidyHQ
Use this flowConvert DOCX to PDF using ConvertApi when Contact Activated in TidyHQ
Use this flowConvert PDF to JPG using ConvertApi when Contact Activated in TidyHQ
Use this flowGet User Info from ConvertApi when Contact Merged in Tidyhq
Use this flowConvert DOCX to PDF using ConvertApi when Contact Merged in Tidyhq
Use this flowConvert PDF to JPG using ConvertApi when Contact Merged in Tidyhq
Use this flowGet User Info from ConvertApi when Contact Updated in TidyHQ
Use this flowConvert DOCX to PDF using ConvertApi when Contact Updated in TidyHQ
Use this flowConvert PDF to JPG using ConvertApi when Contact Updated in TidyHQ
Use this flowGet User Info from ConvertApi when Contact Group Added in Tidyhq
Use this flowEverything you can automate between TidyHQ and ConvertApi.
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 TidyHQ 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.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
Learn moreConvertApi is a powerful online tool that provides a wide range of file conversion services. It allows users to convert various file formats such as documents, images, and PDFs with ease and efficiency. The platform is designed to handle complex conversion tasks, making it an ideal solution for businesses and individuals who need to convert files quickly and accurately.
Learn moreSign up for a free viaSocket account, then authorize both your TidyHQ and ConvertApi accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between TidyHQ and ConvertApi as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ConvertApi. No coding required.
Yes. You can set up a workflow where TidyHQ triggers actions in ConvertApi, and a separate workflow where ConvertApi triggers actions in TidyHQ. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between TidyHQ and ConvertApi. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TidyHQ and ConvertApi integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.