Integrations TidyHQ sales-innovator
TidyHQ + sales-innovator

Connect TidyHQ and sales-innovator to Build Intelligent Automations

Choose a Trigger

TidyHQ

When this happens...

Choose an Action

sales-innovator

Automatically do this!

Enable Integrations or automations with these events of TidyHQ and sales-innovator

Enable Integrations or automations with these events of TidyHQ and sales-innovator

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.

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between TidyHQ and sales-innovator?

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

Can we customize how data from TidyHQ is recorded in sales-innovator?

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

How often does the data sync between TidyHQ and sales-innovator?

The data sync between TidyHQ and sales-innovator 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 sales-innovator?

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 sales-innovator?

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

Learn More
sales-innovator

About sales-innovator

Sales innovator is the platform, where you can create campaigns by using sales robot to send email. All types of email analytics are available on sales innovator.

Learn More