Connect TidyHQ and Microsoft Viva Goals to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
- Request a new Action for Microsoft Viva Goals
Enable Integrations or automations with these events of TidyHQ and Microsoft Viva Goals
Enable Integrations or automations with these events of TidyHQ and Microsoft Viva Goals
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your TidyHQ and Microsoft Viva Goals accounts to viaSocket. Once connected, you can set up a workflow where an event in TidyHQ triggers actions in Microsoft Viva Goals (or vice versa).
Absolutely. You can customize how TidyHQ data is recorded in Microsoft Viva Goals. This includes choosing which data fields go into which fields of Microsoft Viva Goals, setting up custom formats, and filtering out unwanted information.
The data sync between TidyHQ and Microsoft Viva Goals 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 Microsoft Viva Goals. 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.
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 MoreAbout Microsoft Viva Goals
Microsoft Viva Goals is a goal-setting and OKR management solution that aligns teams to your organization’s priorities, driving results and a thriving business.
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