Connect TidyHQ and Nimble by NimbleWork 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 Nimble by NimbleWork
Enable Integrations or automations with these events of TidyHQ and Nimble by NimbleWork
Enable Integrations or automations with these events of TidyHQ and Nimble by NimbleWork
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 Nimble by NimbleWork accounts to viaSocket. Once connected, you can set up a workflow where an event in TidyHQ triggers actions in Nimble by NimbleWork (or vice versa).
Absolutely. You can customize how TidyHQ data is recorded in Nimble by NimbleWork. This includes choosing which data fields go into which fields of Nimble by NimbleWork, setting up custom formats, and filtering out unwanted information.
The data sync between TidyHQ and Nimble by NimbleWork 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 Nimble by NimbleWork. 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 Nimble by NimbleWork
Nimble by NimbleWork is an All-in-one Adaptive Visual Work and Project management platform that helps teams to collaborate and deliver seamlessly.
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