Connect TidyHQ and Heltar
Integrate TidyHQ with Heltar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Campaigns in Heltar when Contact Activated in TidyHQ
List All Clients from Heltar when Contact Activated in TidyHQ
List All Templates from Heltar when Contact Activated in TidyHQ
Create or Update Client in Heltar when Contact Activated in TidyHQ
Fetch Client Messages from Heltar when Contact Activated in TidyHQ
Popular TidyHQ + Heltar flows
Start from a real workflow other teams are already running.
Choose a trigger
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
Choose an action
Heltar
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create or Update Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Remove Attribute
Send Templates hold
Create Template hold
Send Private Message
Set Chat to Open or Closed
Toggle Bot Responses
Unassign Employees from a Client
Update an Employee’s Role
Create Employee Account
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
List All Campaigns in Heltar when Contact Activated in TidyHQ
Use this flowList All Clients from Heltar when Contact Activated in TidyHQ
Use this flowList All Templates from Heltar when Contact Activated in TidyHQ
Use this flowCreate or Update Client in Heltar when Contact Activated in TidyHQ
Use this flowFetch Client Messages from Heltar when Contact Activated in TidyHQ
Use this flowSend Text Message hold via Heltar when Contact Activated in TidyHQ
Use this flowList All Attributes from Heltar when Contact Activated in TidyHQ
Use this flowCreate Attribute in Heltar when Contact Activated in TidyHQ
Use this flowUpdate Attribute in Heltar when Contact Activated in TidyHQ
Use this flowRemove Attribute from Heltar when Contact Activated in TidyHQ
Use this flowSupported Triggers & Actions
Everything you can automate between TidyHQ and Heltar.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Contact Updated
Triggers when a Contact is updated.
Contact Group Added
This trigger activates when a contact group is added.
Contact Group Removed
This triggers when a contact is removed from a group.
Event Created
This triggers when an Event is created.
Do thisActions
Action is the task that follows automatically within your TidyHQ integrations.
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
Add Invoice Note
Add a note to a Invoice, given a Tidy-Assigned Identifier for the Invoice.
Add Membership Note
Add a note to a Membership, given a Tidy-Assigned Identifier for the Membership.
Delete Contact
Deletes a contact, given a Tidy-Assigned Identifier.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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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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.
Learn more
About Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TidyHQ and Heltar 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 Heltar 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 Heltar. No coding required.
Yes. You can set up a workflow where TidyHQ triggers actions in Heltar, and a separate workflow where Heltar 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 Heltar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TidyHQ and Heltar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
