TidyHQ and Salesflare

CRM (Customer Relationship Management) tidyhq.com ↗

How to connect TidyHQ

Via Zapier — 41 operations available. Set it up ↗

What you can automate

When contact Created in TidyHQ, find or create contact in Salesflare.
When contact Added to Group in TidyHQ, find or create contact in Salesflare.
When event Ticket Created in TidyHQ, create task in Salesflare.
When event Ticket Updated in TidyHQ, create task in Salesflare.

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.

TidyHQ operations on Zapier

Triggers (30)

Start a workflow when this happens

Contact Activated — Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash).
Contact Added to Group — Triggers when a contact has been added to a group.
Contact Created — Triggers when a new contact has been created for the first time.
Contact Deactivated — Triggers when a contact has been deleted.
Contact Merged — Triggers when two contacts have been merged.

Show 25 more triggers

Contact Removed From Group — Triggers when a contact has been removed from a group.
Event Activated — Triggers when an event is published.
Event Deleted — Triggers when an event is deleted.
Event Ticket Created — Triggers when an event ticket is created.
Event Ticket Deleted — Triggers when an event ticket is deleted.
Event Ticket Pack Activated — Triggers when a group of event tickets has been paid.
Event Ticket Pack Cancelled — Triggers when a group of event tickets has been cancelled.
Event Ticket Pack Expired — Triggers when a group of event tickets has exceeded time they can be reserved.
Event Ticket Pack Reserved — Triggers when a group of event tickets has been reserved for sale.
Event Ticket Updated — Triggers when an event ticket is updated.
Event Updated — Triggers when an event is updated.
Finance Order Activated — Triggers when a finance order has been paid.
Finance Order Awaiting Payment — Triggers when a finance order requires manual intervention to have its payment processed.
Finance Order Cancelled — Triggers when a finance order has been cancelled.
Finance Order Expired — Triggers when a finance order has exceeded time it can be in a pending state.
Finance Order Pending — Triggers when a finance order is waiting to be processed.
Finance Order Rejected — Triggers when a finance order has failed to process.
Membership Activated — Triggers when a membership has been activated.
Membership Cancelled — Triggers when a membership has been cancelled.
Membership Expired — Triggers when a membership has expired.
Membership Partiated — Triggers when a membership has been partially paid for.
Subscription Cancelled — Triggers when a subscription has been cancelled.
Subscription Continued — Triggers when a subscription has continued.
Subscription Expired — Triggers when a subscription has expired.
Subscription Started — Triggers when a subscription has started.

Actions (10)

Things Salesflare can make it do

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.
Create Contact — Creates a new contact.
Delete Contact — Deletes a contact, given a Tidy-Assigned Identifier.

Show 5 more actions

Delete Contact Note — Deletes a Contact note, given Tidy-Assigned Identifiers for the Contact and note.
Delete Invoice Note — Deletes a Invoice note, given Tidy-Assigned Identifiers for the Invoice and note.
Delete Membership Note — Deletes a Membership note, given Tidy-Assigned Identifiers for the Membership and note.
Find or Create Contact — Finds a contact and its Tidy-Assigned Identifier, that exactly matches provided information.
Update Contact — Updates a contact, given a Tidy-Assigned Identifier.