Tidely integration
Use Tidely in Zoft workflows, voice agents, chat agents and AI employees. Use Tidely from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 3 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Tidely
Create a Plan - AndImport Invoice
Zoft + Tidely
What Zoft can do with Tidely.
- 01Voice agentsA phone agent can use Tidely actions such as Create a Plan and Import Invoice during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Tidely while it talks to the customer.
- 03WorkflowsUse Tidely as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Tidely actions on its own, and ask for your approval before it sends or changes anything important.
Actions 3
Things Zoft can do in Tidely.
- Create a PlanCreate a new financial plan in Tidely
- Import InvoiceCreate, update, or delete an invoice in Tidely
- Custom API CallMake a custom API call to a specific endpoint
Setup
Connect Tidely in three steps.
- 01ConnectChoose Tidely in Connections and paste an API key from your Tidely account.
- 02Put it to workAdd Tidely as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Tidely on Zoft, answered.
What can Zoft do with Tidely?
Zoft supports 3 actions for Tidely. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Tidely to Zoft?
Choose Tidely in Connections and paste an API key from your Tidely account.
Can a voice agent or chat agent use Tidely?
Yes. Once Tidely is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Tidely without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.