Tidely

tidely is a cash flow management platform that helps businesses forecast, monitor, and optimize their finances integrating tidely with make com enables users to automate cash flow forecasting, synchronize financial data, and trigger alerts based on account changes this is ai generated content based on official tidely documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //faq tidely com/de/support directly requirements to use the tidely app in make, you must have a professional business or enterprise account and an api key, https //www tidely com/ for subscription, refer to the https //www tidely com/ connect tidely and {{product name}} to get started, you must first create a connection between tidely and {{product name}} , allowing the two services to communicate obtain your basic in your tidely account create the connection in make obtain your basic in your tidely account before you create the connection in {{product name}} , you should first obtain your basic in your tidely account to obtain your basic you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //www tidely com/en/integrationen/zapier create the connection in {{product name}} https //www make com/en/register , add the tidely module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your tidely account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page tidely modules after connecting to the tidely app, you can choose from a list of available modules to build your {{scenario plural lowercase}} import an invoice imports an invoice into the system for a designated user account make an api call executes a custom api request to the connected service using your authorized credentials templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} tidely resources you can have access to more resources related to this app on the following links https //community make com/search?q=tidely https //www tidely com/ https //api tidely com/tidely open api/swagger ui/index html https //www make com/en/integrations/tidely