TidyHQ is a cloud-based management platform that helps organizations streamline their membership, event, and financial operations.
Supercharge your organizational management with AI Agents that can handle member support, automate event coordination, and deliver data-driven insights.
TidyHQ excels at membership and event management for organizations. Relevance AI enhances these capabilities with intelligent AI Agents that can automate member interactions, streamline operations, and deliver personalized experiences at scale.
Intelligent Query Resolution
The agent swiftly addresses member inquiries, enhancing satisfaction and reducing staff workload.
Targeted Engagement Strategies
Analyzes member data to craft personalized communication campaigns that boost engagement.
Real-Time Insights Delivery
Provides immediate access to analytics, empowering data-driven decision-making.
Relevance AI gives you access to a wide variety of TidyHQ tools within your automated workflows and AI Agents.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A TidyHQ account
- A Relevance AI account with access to your organization
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration leverages secure OAuth authentication to safely access your TidyHQ organization data. Relevance AI manages API operations seamlessly in the background while handling data validation and formatting across your workflows.
Built-in error handling and automated request processing ensure reliable connections between TidyHQ and your integrated systems.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the TidyHQ + Relevance AI integration without writing code:
- Organize your TidyHQ data: Maintain well-structured contact lists and membership categories.
- Leverage authentication: Ensure proper OAuth setup and permission scopes for secure API access.
- Follow API conventions: Use appropriate HTTP methods (GET, POST, PUT) for different operations.
- Monitor responses: Check status codes and response bodies to verify successful API calls.
- Handle data carefully: Validate request payloads and implement error handling for API requests.
