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Connect Tidely to Coherence.

. 3 actions can run inside a Coherence workflow.

A Coherence record changesImport Invoice
A Coherence workflow runsCreate a Plan

TRIGGERS AND ACTIONS

Everything Tidely can do in a workflow.

Actions are the steps a workflow can run in Tidely. Start the workflow from a Coherence record or another app.

Actions · 3Import InvoiceCreate a PlanCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Tidely.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in Tidely from a Coherence workflowUse a change in Coherence to run a supported Tidely action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Import Invoice
or Create a Plan
Connect Tidely to the wider customer workflowCombine Tidely with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with · A Coherence workflow startsFinishes with · Import Invoice, then preserve the outcome in Coherence
or Create a Plan

SET UP

How to connect Tidely.

The exact authentication fields depend on Tidely. The workflow structure stays straightforward.

1Connect the accountAuthorize the Tidely account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Tidely or provide a complementary trigger or action.

QUESTIONS

Tidely integration questions.

What can I automate with the Tidely integration?

Tidely currently provides 3 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.

How many Tidely triggers and actions are available?

Tidely currently lists 0 triggers and 3 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Tidely connect to other apps through Coherence?

Yes. A workflow can combine supported Tidely triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Tidely?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Tidely?

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