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Tidely

Connect Tidely integrations

Model your business cash flow and financial forecasts by connecting Tidely to Make. Linking your accounts with our workflow automation tool lets you instantly sync transaction data from over 5,000 banks, generate AI forecasts, and update financial dashboards. Register for your free Make account today to start securing your company's financial future.

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Tidely

This app is supported and maintained by the official vendor Tidely.

Triggers and actions

Developed, supported and maintained by community users.

Import a Plan
Imports a plan for a specific user.
Action
Import an Invoice
Imports an invoice for a specific user.
Action
Import an Invoice (clone)
Imports an invoice for a specific user.
Action
Make an API Call
Performs an arbitrary authorised API call.
Action
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Supercharge your workflows

Transform Your Finance Workflows: Integrate Tidely with Make

Connect Tidely to your tools using Make. Automate cash flow updates, sync financial data in real time, and eliminate manual copy-paste errors to keep liquidity forecasts accurate without writing code.

Automated Cash Flow Updates

Instantly sync your sales, invoicing, and banking data with Tidely to keep your liquidity plans updated in real time without manual entry.

Connect Any Billing Tool

Automatically feed transactional data from payment processors like Stripe or PayPal directly into your Tidely forecasts.

Real-Time Financial Alerts

Set up instant notifications on Slack or email whenever your cash reserves drop below a safe threshold.

Error-Free Financial Planning

Eliminate manual copy-paste mistakes by letting Make securely move financial records between your apps and Tidely.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.