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. |
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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 Tidely directly.
Requirements
To use the Tidely app in Make, you must have a Professional Business or Enterprise account and an API Key, create your account on Tidely. For subscription, refer to the Tidely pricing page.
Connect Tidely and Make
To get started, you must first create a connection between Tidely and Make, 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 Make, you should first obtain your Basic in your Tidely account.
To obtain your Basic :
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Tidely module to your scenario, 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 Connect an applicationConnect an application. page.
Tidely modules
After connecting to the Tidely app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Tidely resources
You can have access to more resources related to this app on the following links