Connect Tidely integrations
Forecast your enterprise cash flow and run instant scenario analyses by integrating Tidely with Make. Connecting your banking ledgers to this workflow automation tool lets you sync transaction data in real time, export PDF investor reports, and generate AI-driven financial predictions. Begin your free Make setup now to scale your cash flow reporting.
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App developer is its official vendor.
This app is supported and maintained by the vendor Tidely.
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Imports an invoice for a specific user.
Performs an arbitrary authorised API call.
Connect any app with Tidely
Popular Tidely workflows.
Connect Tidely with Make to automate your financial data. Sync accounts, eliminate manual tasks, and optimize your workflows.
Automate Tidely with Make to optimize your cash flow and financial forecasting.
Connect Tidely to your tech stack using Make. Automatically sync your financial data, get real-time liquidity alerts, and trigger dynamic cash flow forecasts without writing a single line of code.
Automatically sync transaction and financial data from your billing tools, banks, and CRMs directly into Tidely.
Get real-time notifications in Slack or email the moment your cash flow drops below a specified threshold.
Trigger new cash flow scenarios automatically whenever a major deal is won or a project budget changes in your CRM.
Effortlessly export and share your latest liquidity reports with investors or team members on a schedule that works for you.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
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