Connect toflow.ai and TidyHQ
Integrate toflow.ai with TidyHQ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Invoice Note in TidyHQ when When new tasks are created in toflow.ai
Add Membership Note to TidyHQ when When new tasks are created in toflow.ai
Delete Contact in TidyHQ when When new tasks are created in toflow.ai
Delete Contact Note in TidyHQ when When new tasks are created in toflow.ai
Delete Membership Note in TidyHQ when When new tasks are created in toflow.ai
Popular toflow.ai + TidyHQ flows
Start from a real workflow other teams are already running.
Choose a trigger
toflow.ai
When this happens...
When new tasks are created
When a new company is added
When a person is created
When a new deal is created
Choose an action
TidyHQ
Automatically do this!
Create Contact
Update Contact
Add Contact Note
Add Invoice Note
Add Membership Note
Delete Contact
Delete Contact Note
Delete Invoice Note
Delete Membership Note
Find Invoice Notes
Find Membership Notes
Find Contact Notes
Add Invoice Note in TidyHQ when When new tasks are created in toflow.ai
Use this flowAdd Membership Note to TidyHQ when When new tasks are created in toflow.ai
Use this flowDelete Contact in TidyHQ when When new tasks are created in toflow.ai
Use this flowDelete Contact Note in TidyHQ when When new tasks are created in toflow.ai
Use this flowDelete Membership Note in TidyHQ when When new tasks are created in toflow.ai
Use this flowFind Invoice Notes in TidyHQ when When new tasks are created in toflow.ai
Use this flowFind Membership Notes in Tidyhq when When new tasks are created in toflow.ai
Use this flowCreate Contact in TidyHQ when When a new company is added in Toflow.ai
Use this flowDelete Contact in TidyHQ when When a new company is added in Toflow.ai
Use this flowDelete Contact Note in TidyHQ when When a new company is added in Toflow.ai
Use this flowSupported Triggers & Actions
Everything you can automate between toflow.ai and TidyHQ.
When this happensTriggers
A trigger is an event that starts a workflow.
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
Contact Activated
Triggers when a contact has been created manually or automatically.
Contact Merged
Triggers when two contacts are merged.
Do thisActions
Action is the task that follows automatically within your toflow.ai integrations.
Update Company
Update attributes on a company record.
Create Task
Create a task with a title and due date; optionally add description or status, assign an owner or assignee, and link it to a person, company, deal, or other resource.
Create List
Create a new list to organize contacts for outreach campaigns.
Update List Details
Change a list's name, description, icon, or color.
Get Lists
Get workspace lists, optionally filtered by resource type.
Delete List
Archive a list to remove it from active use while keeping it recoverable (soft delete).
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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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 toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
Learn moreAbout 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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your toflow.ai and TidyHQ 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 toflow.ai and TidyHQ 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 TidyHQ. No coding required.
Yes. You can set up a workflow where toflow.ai triggers actions in TidyHQ, and a separate workflow where TidyHQ triggers actions in toflow.ai. 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 toflow.ai and TidyHQ. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire toflow.ai and TidyHQ integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
