Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Gmail
Trigger: Watch emails
Tidely
Action: Select an action
1. Select a trigger
  • Triggers when a new email is received in your mailbox.

2. Select an action
  • Imports a plan for a specific user.

  • Imports an invoice for a specific user.

  • Imports an invoice for a specific user.

  • Performs an arbitrary authorised API call.

Select a trigger and an action

Create workflow (opens in a new tab)