Integrate TidyHQ with Retently
Trigger NPS/CSAT surveys after membership renewals or event participation, sync member profiles and contact information with Retently, and use feedback scores to improve member engagement strategies.
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About TidyHQ
TidyHQ is a management tool for clubs, societies, and member-based organizations. It enables the tracking of memberships, events, and finances.
TidyHQ to Retently
Contact Activated
Triggers when a contact has been created manually or automaticallyContact Added to Group
Triggers when a contact has been added to a groupContact Merged
Triggers when two contacts have been mergedEvent Deleted
Triggers when an event is deletedEvent Ticket Pack Cancelled
Triggers when a group of event tickets has been cancelled.Event Ticket Pack Reserved
Triggers when a group of event tickets has been reserved for sale.Event Ticket Deleted
Triggers when an event ticket is deleted.Event Updated
Triggers when an event is updated.Finance Order Awaiting Payment
Triggers when a finance order requires manual intervention to have its payment processed.Finance Order Expired
Triggers when a finance order has exceeded time it can be in a pending state.Finance Order Rejected
Triggers when a finance order has failed to process.Membership Cancelled
Triggers when a membership has been cancelled.Membership Partiated
Triggers when a membership has been partially paid for.Subscription Continued
Triggers when a subscription has continued.Subscription Started
Triggers when a subscription has started.Contact Deactivated
Triggers when a contact has been deletedContact Removed From Group
Triggers when a contact has been removed from a groupEvent Activated
Triggers when an event is publishedEvent Ticket Pack Activated
Triggers when a group of event tickets has been paidEvent Ticket Pack Expired
Triggers when a group of event tickets has exceeded time they can be reserved.Event Ticket Created
Triggers when an event ticket is created.Event Ticket Updated
Triggers when an event ticket is updated.Finance Order Activated
Triggers when a finance order has been paid.Finance Order Cancelled
Triggers when a finance order has been cancelled.Finance Order Pending
Triggers when a finance order is waiting to be processed.Membership Activated
Triggers when a membership has been activated.Membership Expired
Triggers when a membership has expired.Subscription Cancelled
Triggers when a subscription has been cancelled.Subscription Expired
Triggers when a subscription has expired.Retently to TidyHQ
Add Contact Note
Adds a note to a contact, given a Tidy-Assigned identifier for the contact.Add Membership Note
Adds a note to a membership, given a Tidy-Assigned identifier for the membership.Delete Contact Note
Deletes a contact note, given Tidy-Assigned identifiers for the contact and note.Delete Membership Note
Deletes a membership note, given Tidy-Assigned identifiers for the membership and note.Find Contact
Finds a contact and its Tidy-Assigned identifier, that exactly matches provided information.Create Contact
Creates a new contact.Add Invoice Note
Adds a note to an invoice, given a Tidy-Assigned identifier for the invoice.Delete Contact
Deletes a contact, given a Tidy-Assigned identifier.Delete Invoice Note
Deletes an invoice note, given Tidy-Assigned identifiers for the invoice and note.Update Contact
Updates a contact, given a Tidy-Assigned identifier.Find or Create Contact
Finds a contact and its Tidy-Assigned identifier, that exactly matches provided information.
Christina Sol
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