[ More ]
Tidely integration for your workflows.
Connect Tidely to Collabase once and use 3 actions in your workflows. No code needed, hosted in Switzerland.
Tidely in Collabase
Connect Tidely to Collabase once and use 3 actions in your workflows. No code needed, hosted in Switzerland.
How to connect it
- Open the integrations in the workspace settings.
- Choose Tidely and connect your account.
- Add a trigger or an action to the workflow.
Tidely triggers
Tidely does not start a workflow on its own. You use its actions after any other trigger.
Tidely actions
| Name | Description | Fields |
|---|---|---|
| Import Invoice | Create, update, or delete an invoice in Tidely |
+ 11
|
| Create a Plan | Create a new financial plan in Tidely |
+ 4
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ More ]
Related integrations
Tools that often share a workflow.
Questions about Tidely
What can I automate with Tidely in Collabase?
Tidely brings 3 actions and 0 triggers, for example Import Invoice, Create a Plan and Custom API Call. You combine them in a workflow without code and mix them with every other integration.
How do I connect Tidely to Collabase?
You open the integrations in the workspace settings, choose Tidely and connect your account once, using an API key. After that all triggers and actions are available in the workflow.
Does the Tidely integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.