Tidely & Zapier
With Zapier, you can easily synchronise a variety of tools with Tidely without any coding. Simply connect Zapier with Tidely and automatically synchronise invoices with Tidely.
Tidely & Zapier- The integration in detail
With the Zapier integration, you can automatically synchronise invoices from systems like FastBill, Stripe, and Google Sheets with Tidely to keep your liquidity planning up to date. All you need is a Zapier account and an API key from Tidely to establish the connection.
How it works
With the Zapier integration, you can seamlessly transfer invoice data to Tidely to optimise your liquidity planning. Automate the synchronisation of invoices from systems like FastBill, Stripe, and Google Sheets, ensuring they are always up-to-date in Tidely. This allows you to always have a clear overview of your income and expenses, enabling you to make informed decisions for your financial management.
Prerequisites
To use the integration between Tidely and Zapier, you need a Tidely account with a "Professional" subscription or higher, as well as an active Zapier account. Make sure that both systems are operational and that the categories are maintained.
Integration
To connect Zapier with Tidely, create an API key in Tidely under "Settings" and "Data Sources." Then, create a new Zap in Zapier and add the API key to establish the connection. This allows you to seamlessly synchronise invoices from systems like FastBill, Stripe, and Google Sheets with Tidely.
Zapier: How Zapier Helps You with Liquidity Planning Using Tidely
With the Zapier integration, you can seamlessly import your invoice data into Tidely to optimise your liquidity planning. Zapier connects over 2,000 apps, including FastBill, Stripe, and Google Sheets, and enables you to create automated workflows, known as Zaps. These continuously monitor your apps and automatically transfer relevant invoice data to Tidely. This ensures you always have an overview of your finances and can make informed decisions without manual data entry.
Die Zapier benefits
- Umfangreiche App-Integration: Verbindet über 2.000 Apps und Systeme.
- Benutzerfreundliche Automatisierung: Erstelle leicht automatisierte Workflows.
- Keine Programmierkenntnisse erforderlich: Einfache Einrichtung ohne technische Expertise.
- Zeitersparnis: Automatisierte Aufgaben sparen wertvolle Zeit.
- Zuverlässige Datenübertragung: Sicherstellt konsistente und aktuelle Daten.
- Skalierbarkeit: Ideal für wachsende Unternehmen und anpassbar an steigende Anforderungen.