--- title: "Connect HeyReach and TidyHQ - APIANT.ai" description: "When \"Campaign Completed\" fires in HeyReach, your agent runs \"Add Contact Note\" in TidyHQ." canonical: "https://apiant.ai/connect/heyreach-to-tidyhq" --- # Connect HeyReach and TidyHQ When **Campaign Completed** fires in [HeyReach](https://apiant.ai/connections/heyreach), your agent runs **Add Contact Note** in [TidyHQ](https://apiant.ai/connections/tidyhq), or **Contact Added to Group** in TidyHQ to **Add Lead to List** in HeyReach. Describe the whole flow and it is built, tested on every scenario and kept running. HeyReach **2** triggers HeyReach **11** actions TidyHQ **10** triggers TidyHQ **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want HeyReach and TidyHQ to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What HeyReach and TidyHQ can do together ### From HeyReach to TidyHQ - When **Campaign Completed** in HeyReach then **Add Contact Note** in TidyHQ - When **Connection Request Sent** in HeyReach then **Add Contact To Group** in TidyHQ ### From TidyHQ to HeyReach - When **Contact Added to Group** in TidyHQ then **Add Lead to List** in HeyReach - When **Contact Created** in TidyHQ then **Get Campaigns for Lead** in HeyReach Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with HeyReach and TidyHQ ## Triggers and actions 12 triggers · 30 actions - Trigger **Campaign Completed** Triggers when a campaign finishes. - Trigger **Connection Request Sent** Triggers when you send a connection request. - Action **Add Lead to List** Adds a lead to an existing list - Action **Create Empty List** Creates an empty list in HeyReach - Action **Delete Lead From List** Deletes the lead from the HeyReach list - Action **Get Campaigns for Lead** Gets the campaigns the lead is a part of - Action **Get Conversations** Gets conversations from HeyReach - Action **Get Lead Details** Gets details for the given lead - Action **Get Leads From List** Gets leads from a HeyReach list - Action **Get LinkedIn Senders** Gets the sender accounts connected to HeyReach - Action **Get List by Id** Gets a list from HeyReach - Action **Get Lists** Gets lists from HeyReach - Action **Get Overall Stats** Gets the HeyReach analytics, similar to the Dashboard - Trigger **Contact Activated** Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash). - Trigger **Contact Added to Group** Triggers when a contact has been added to a group. - Trigger **Contact Created** Triggers when a new contact has been created for the first time. - Trigger **Contact Deactivated** Triggers when a contact has been deleted. - Trigger **Contact Removed From Group** Triggers when a contact has been removed from a group. - Trigger **Event Deleted** Triggers when an event is deleted. - Trigger **Event Ticket Created** Triggers when an event ticket is created. - Trigger **Event Ticket Deleted** Triggers when an event ticket is deleted. - Trigger **Event Ticket Updated** Triggers when an event ticket is updated. - Trigger **Event Updated** Triggers when an event is updated. - Action **Add Contact Note** Adds a note to a TidyHQ contact. - Action **Add Contact To Group** Adds an existing TidyHQ contact to one of your groups. - Action **Add Event Ticket** Creates a new ticket type on a TidyHQ event. - Action **Add invoice** Creates a new invoice in TidyHQ with your own line items, optionally addressed to a contact. - Action **Create Contact** Creates a new contact in your TidyHQ organisation. - Action **Delete Contact** Deletes a contact from your TidyHQ organisation. - Action **Delete Contact Note** Deletes a note from a TidyHQ contact. - Action **Delete Event** Deletes an event from your TidyHQ organisation. - Action **Delete Event Ticket** Deletes a ticket type from a TidyHQ event. - Action **Find Contact** Finds contacts in your TidyHQ organisation whose details match the search text. - Action **Get contact** Returns a single TidyHQ contact by its id, including its custom field values. - Action **Get event** Returns a single TidyHQ event by its ID, with all of its details. - Action **List contacts** Returns the contacts in your TidyHQ organisation, optionally narrowed by search text. - Action **List event tickets** Returns the ticket types available on a TidyHQ event. - Action **List groups** Returns the contact groups in your TidyHQ organisation. - Action **Remove Contact From Group** Removes a contact from a TidyHQ group. - Action **Update Contact** Updates an existing TidyHQ contact's details. Only the fields you fill in are changed. - Action **Update Event** Updates an existing TidyHQ event's name, times, location or description. - Action **Update Event Ticket** Updates a ticket type on a TidyHQ event, such as its name, price, quantity or sales window. Fields left blank are not changed. ## Each app on its own - [ **HeyReach** HeyReach is a multi-account outreach platform for teams and agencies.](https://apiant.ai/connections/heyreach) - [ **TidyHQ** When your group needs to collect membership dues, communicate with everyone and keep track of your finances...](https://apiant.ai/connections/tidyhq) Reviews ## What our customers say ## More from HeyReach - [ **HeyReach to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/heyreach-to-pipedrive) - [ **HeyReach to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/heyreach-to-salesforce) - [ **HeyReach to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/heyreach-to-slack) - [ **HeyReach to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/heyreach-to-mailchimp) - [ **HeyReach to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/heyreach-to-stripe) - [ **HeyReach to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/heyreach-to-shopify) ## More into TidyHQ - [ **HubSpot to TidyHQ** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tidyhq) - [ **Salesforce to TidyHQ** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tidyhq) - [ **Slack to TidyHQ** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tidyhq) - [ **Google Sheets to TidyHQ** Google Sheets](https://apiant.ai/connect/google-sheets-to-tidyhq) - [ **Gmail to TidyHQ** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tidyhq) - [ **Google Calendar to TidyHQ** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tidyhq) Questions ## HeyReach and TidyHQ, answered ### ### What can start an automation from HeyReach? Any of HeyReach's 2 triggers in the catalog, including Campaign Completed and Connection Request Sent. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TidyHQ when something happens in HeyReach? Any of TidyHQ's 19 actions, including Create Contact, Update Contact, Update Event and Update Event Ticket. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TidyHQ to HeyReach? Yes. When something happens in TidyHQ, your agent can act in HeyReach too. This page covers both directions: TidyHQ's triggers and HeyReach's actions are listed here as well. ### ### Do I have to build a connector for HeyReach or TidyHQ? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use HeyReach and TidyHQ without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.