Connect Tidely integrations
Forecast your company's cash flow in real time by connecting Tidely to your financial ecosystem. Linking your liquidity management platform to our workflow automation tool lets you automatically categorize bank transactions, update ERP ledgers, and trigger critical balance alerts. Sign up for a free account now to activate your first treasury connection.
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App developer is its official vendor.
This app is supported and maintained by the vendor Tidely.
Build your Tidely integrations.
Unlock the full potential of your financial operations by using Make to build powerful automated workflows centered around Tidely. Managing cash flow, forecasting liquidity, and tracking transactions becomes infinitely easier when you connect your financial systems directly to your daily productivity tools. With Make, you can link Tidely to your CRM, project management software, accounting platforms, or spreadsheet applications without writing a single line of code. This robust integration capability ensures that your business intelligence and financial data sync in real-time across your entire tech stack, eliminating tedious manual data entry and reducing human error. Whether you need to trigger instant team notifications when a new invoice is updated, synchronize client records, or generate automatic financial reports based on Tidely events, Make provides the ultimate visual canvas to design these automated processes. By connecting Tidely to your favorite software, you can optimize your business efficiency, eliminate costly operational bottlenecks, and make smarter, data-driven financial decisions. Start maximizing your business productivity today by signing up for Make and creating your first custom Tidely integration.
Imports an invoice for a specific user.
Performs an arbitrary authorised API call.
Connect any app with Tidely
Popular Tidely workflows.
Automate your Tidely workflows. Sync cash flow data, connect your banking tools, and simplify your financial management.
Boost cash flow control: Integrate and automate Tidely with Make
Connect Tidely with Make to automate your cash flow forecasting. Instantly sync your financial data from CRMs and banks, send real-time alerts to your team, and eliminate manual mistakes in your reporting.
Connect Tidely to your billing systems, CRMs, and bank accounts to automatically feed transaction data into your liquidity planner.
Instantly notify your team on Slack or via email whenever your liquidity levels drop below a certain threshold.
Easily consolidate financial data from e-commerce platforms, payment gateways, and databases directly into Tidely.
Eliminate manual copy-pasting mistakes by automatically sharing daily or weekly cash flow summaries with your team.
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.
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