Productivity
Tidy for your Agent
Flow can look up tasks, projects and pages in Tidy, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.
It asks for your approval before it changes anything in Tidy. Connect with an API key from your Tidy account.
Connect Tidy in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Tidy.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Tidy.
What Flow can do depends on what Tidy offers through its API and on the access you choose.
Things to ask
Type these to Flow once Tidy is connected.
- Tidy
Create a task in Tidy for each document the Lyon tender asks for, due two days before the deadline.
- Tidy
What is still open in Tidy for our hospital bid?
About Tidy
Tidy is an automation platform for booking and managing cleaning services. It streamlines scheduling and property upkeep across homes, rentals, and workspaces.
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