
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

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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.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your TidyHQ and Luma AI accounts to viaSocket. Once connected, you can set up a workflow where an event in TidyHQ triggers actions in Luma AI (or vice versa).
Absolutely. You can customize how TidyHQ data is recorded in Luma AI. This includes choosing which data fields go into which fields of Luma AI, setting up custom formats, and filtering out unwanted information.
The data sync between TidyHQ and Luma AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between TidyHQ and Luma AI. 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.
When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
Learn MoreLumalabs AI is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It focuses on enhancing productivity, automating processes, and delivering intelligent insights to drive business growth.
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