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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.
- Unique identifier of the invoice
- Invoice creation date
- Invoice update date
- Invoice issuing date
- Invoice due date
- Invoice numberRequired
- Contact nameRequired
- Invoice typeRequired
- Total gross amountRequired
- Invoice status
- Amount currency
- Total net amount
- Total tax amount
- Open amount
- Invoice description
- Unique identifier of category
- Invoice payment date
ActionWrite
- 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
ActionWrite
For builders
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Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose Tidely actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Tidely connection @ https://zapier.com/fr/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "tidely", owner: "me" });
await zapier.runAction({
app: 'tidely',
action: 'import_invoice',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.










