Connect Youform and TidyHQ
Integrate Youform with TidyHQ to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in TidyHQ when New Submission Arrives in Youform
Find Membership Notes in Tidyhq when New Submission Arrives in Youform
Update Contact in TidyHQ when New Submission Arrives in Youform
Find Invoice Notes in TidyHQ when New Submission Arrives in Youform
Add Invoice Note in TidyHQ when New Submission Arrives in Youform
Popular Youform + TidyHQ flows
Start from a real workflow other teams are already running.
Choose a trigger
Youform
When this happens...
New Submission Arrives
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
Create Contact in TidyHQ when New Submission Arrives in Youform
Use this flowFind Membership Notes in Tidyhq when New Submission Arrives in Youform
Use this flowUpdate Contact in TidyHQ when New Submission Arrives in Youform
Use this flowFind Invoice Notes in TidyHQ when New Submission Arrives in Youform
Use this flowAdd Invoice Note in TidyHQ when New Submission Arrives in Youform
Use this flowDelete Membership Note in TidyHQ when New Submission Arrives in Youform
Use this flowDelete Invoice Note in Tidyhq when New Submission Arrives in Youform
Use this flowAdd Membership Note to TidyHQ when New Submission Arrives in Youform
Use this flowFind Contact Notes in TidyHQ when New Submission Arrives in Youform
Use this flowAdd Contact Note to TidyHQ when New Submission Arrives in Youform
Use this flowSupported Triggers & Actions
Everything you can automate between Youform and TidyHQ.
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission Arrives
runs when New Submission Arrives
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 Youform integrations.
Create Contact
Creates a new contact.
Update Contact
Updates an existing contact.
Add Contact Note
Add a note to a Contact, given a Tidy-Assigned Identifier for the Contact
Add Invoice Note
Add a note to a Invoice, given a Tidy-Assigned Identifier for the Invoice.
Add Membership Note
Add a note to a Membership, given a Tidy-Assigned Identifier for the Membership.
Delete Contact
Deletes a contact, given a Tidy-Assigned Identifier.
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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AI will build it for you
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 Youform
Youform is a versatile platform designed to streamline the creation and management of online forms and surveys. Ideal for businesses and individuals looking to gather data efficiently, Youform offers customizable templates and advanced analytics to enhance user engagement and data collection.
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 Youform 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 Youform 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 Youform triggers actions in TidyHQ, and a separate workflow where TidyHQ triggers actions in Youform. 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 Youform and TidyHQ. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Youform 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.
