Connect TidyHQ and Moxie
Integrate TidyHQ with Moxie to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular TidyHQ + Moxie 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
Moxie
Automatically do this!
Create Task
Create Expense
Create Client
Create Form Submission
Create Opportunity
Create or Update Calendar Event
Create Project
Create Ticket
Create Comment on Ticket
Create Time Worked Entry
Search Clients
List All Clients
Search Contact
Search Project
Search Payable Invoices
List Email Templates
List Invoice Templates
List All Vendors
List Form Names
List Pipeline Stages
List Project Task Stages
List Workspace Users
Create Task in Moxie when Contact Activated in TidyHQ
Use this flowCreate Expense in Moxie when Contact Activated in TidyHQ
Use this flowCreate Client in Moxie when Contact Activated in TidyHQ
Use this flowCreate Form Submission in Moxie when Contact Activated in TidyHQ
Use this flowCreate Opportunity in Moxie when Contact Activated in TidyHQ
Use this flowCreate or Update Calendar Event in Moxie when Contact Activated in TidyHQ
Use this flowCreate Project in Moxie when Contact Activated in TidyHQ
Use this flowCreate Ticket in Moxie when Contact Activated in TidyHQ
Use this flowCreate Comment on Ticket in Moxie when Contact Activated in TidyHQ
Use this flowCreate Time Worked Entry in Moxie when Contact Activated in TidyHQ
Use this flowSupported Triggers & Actions
Everything you can automate between TidyHQ and Moxie.
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 Moxie
Moxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TidyHQ and Moxie 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 Moxie 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 Moxie. No coding required.
Yes. You can set up a workflow where TidyHQ triggers actions in Moxie, and a separate workflow where Moxie 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 Moxie. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TidyHQ and Moxie integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
