IntegrationsTidyHQEveryDollar
TidyHQ + EveryDollar

Connect TidyHQ and EveryDollar to Build Intelligent Automations

Choose a Trigger

TidyHQ

When this happens...

Choose an Action

EveryDollar

Automatically do this!

Enable Integrations or automations with these events of TidyHQ and EveryDollar

Enable Integrations or automations with these events of TidyHQ and EveryDollar

Triggers

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.

Actions

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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Frequently Asked Questions

How do I start an integration between TidyHQ and EveryDollar?

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

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

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

How often does the data sync between TidyHQ and EveryDollar?

The data sync between TidyHQ and EveryDollar 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 EveryDollar?

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 EveryDollar?

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

About EveryDollar

EveryDollar is a budgeting tool designed to help individuals and families manage their finances effectively. It provides users with a simple and intuitive platform to create budgets, track expenses, and achieve financial goals.

Learn More