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.
Import Invoice
Create, update, or delete an invoice in Tidely
Create a Plan
Create a new financial plan in Tidely
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Use 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 changes
Finishes with
Import Invoice
Combine 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 starts
Finishes with
Import Invoice, then preserve the outcome in Coherence
The exact authentication fields depend on Tidely. The workflow structure stays straightforward:
Authorize the Tidely account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Tidely or provide a complementary trigger or action.
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.
Tidely currently lists 0 triggers and 3 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
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.
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.
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