Connect workast and TidyHQ to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Choose an Action
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
Ready to use workast and TidyHQ automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Triggers when a new task is created in your Workast account.
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.
Do thisActions
Action is the task that follows automatically within your workast integrations.
Create a Task
create a task in workast app.
Create a Space
create a new space in workast.
Creates a Subtask
Creates a new subtask on a task.
Update Space
Update an existing space.
Create a Tag
Create a new tag
Add Tag
Add a tag to a task
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Frequently Asked Questions
To start, connect both your workast and TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in workast triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how workast 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 workast 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 workast 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.
About workast
Workast is a productivity tool that helps teams capture tasks, manage projects and collaborate to get more work done.
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
