Connect Schedule by Zapier and Tidely to power AI-driven automation

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Choose a Trigger

Choose an Action

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How Zapier works

Zapier makes it easy to integrate Schedule by Zapier with Tidely - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Custom Frequency" from Schedule by Zapier.

Add your action

An action happens after the trigger—such as "Import Invoice" in Tidely.

You’re connected!

Zapier seamlessly connects Schedule by Zapier and Tidely, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Frequency Type
  Required
- Interval
- Start Date
  Required
- Time of Day
  Required
- Timezone Override (Optional)
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Week
  Required
- Time of Day
  Required
Trigger
Instant
Try It
- Unique identifier of the category
- Unique identifier of the category, if neither categoryId nor categoryName is specified, plan will go to uncategorized expenses for negative amounts and uncategorized income for positive amounts. The category name should be send representing the path of the category, i.e. 'Einzahlungen aus Geschäftstätigkeit->E-COMMERCE->Plattform 1'.
- Amount of the plan.
  Required
- Shows the period for which the plan value applies
- The date of the plan
- Type of the plan
- Name of the plan
- Identifier of the scenario that the plan will be created for
- Name of the scenario that the plan will be created for, if neither scenarioId nor scenarioName is specified, the plan will be created for the Base scenario.
- Shows whether to replace current values for the period
Action
Write

- Time of Day
  Required
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Month
  Required
- Time of Day
  Required
Trigger
Instant
Try It
- Unique identifier of the invoice
- Invoice creation date
- Invoice update date
- Invoice issuing date
- Invoice due date
- Invoice number
  Required
- Contact name
  Required
- Invoice type
  Required
- Total gross amount
  Required
- Invoice status
- Amount currency
- Total net amount
- Total tax amount
- Open amount
- Invoice description
- Unique identifier of category
- Invoice payment date
Action
Write

For AI agents & developers

Use Schedule by Zapier and Tidely with AI agents and code

Beyond Zap workflows. Call Schedule by Zapier and Tidely actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Schedule by Zapier and Tidely actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Import Invoice

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Schedule by Zapier and Tidely actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* schedule / tidely action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Schedule by Zapier and Tidely to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Schedule by Zapier on the Zapier blog

Make work flow with AI

Level up your Schedule by Zapier to Tidely integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

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Related categories

Scheduling & Booking

Zapier

About Tidely

Tidely is a smart liquidity management and cash flow forecasting solution for Entrepreneurs, Start-Ups and SMEs.

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