Connect Email by Zapier and Tidely to unlock the power of automation

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Choose a Trigger

Choose an Action

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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 "New Inbound Email" from Email by Zapier.

Add your action

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

You’re connected!

Zapier seamlessly connects Email 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.

New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
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- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write
- 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

- Setup Directions
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
Action
Write

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

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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 Email 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 Email by Zapier on the Zapier blog

Make work flow with AI

Level up your Email 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 Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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Related categories

Email Zapier

About Tidely

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

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