Connect TidyHQ and Just Invoice to Build Intelligent Automations

Choose a Trigger

TidyHQ

When this happens...

Choose an Action

Just Invoice

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Ready to use TidyHQ and Just Invoice 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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Frequently Asked Questions

How do I start an integration between TidyHQ and Just Invoice?

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

Can we customize how data from TidyHQ is recorded in Just Invoice?

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

How often does the data sync between TidyHQ and Just Invoice?

The data sync between TidyHQ and Just Invoice 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 Just Invoice?

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 Just Invoice?

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

About Just Invoice

Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.

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