Connect TidyHQ and repcard to Build Intelligent Automations

Choose a Trigger

TidyHQ

When this happens...

Choose an Action

repcard

Automatically do this!

Enable Integrations or automations with these events of TidyHQ and repcard

Enable Integrations or automations with these events of TidyHQ and repcard

Triggers

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.

Actions

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 repcard?

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

Can we customize how data from TidyHQ is recorded in repcard?

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

How often does the data sync between TidyHQ and repcard?

The data sync between TidyHQ and repcard 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 repcard?

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 repcard?

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

About repcard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn More