
When this happens...

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact has been created manually or automatically.
Triggers when two contacts are merged.
Triggers when a Contact is updated.
This trigger activates when a contact group is added.
This triggers when a contact is removed from a group.
This triggers when an Event is created.
Action is the task that follows automatically within your Tryoto integrations.
Retrieve a list of all orders in your account.
Retrieve details for a specific order
Creates an order in Tryoto.
Fetches the current status of an order using its Order ID.
Cancels an existing Tryoto order using the order ID.
Create a product in Tryoto via the /rest/v2/createProduct API using mapped input fields for product details.

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To start, connect both your Tryoto and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Tryoto triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Tryoto data is recorded in TidyHQ. This includes choosing which data fields go into which fields of TidyHQ, setting up custom formats, and filtering out unwanted information.
The data sync between Tryoto and TidyHQ 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 Tryoto and TidyHQ. 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.
Tryoto is a versatile platform designed to enhance productivity and streamline workflows. It offers a range of tools to help teams collaborate effectively, manage tasks, and optimize project management processes.
Learn MoreWhen 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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