Tidely SMS Integration

A cash flow forecast in Tidely only stays accurate if the invoices and plans behind it are actually up to date, and that update usually depends on someone remembering to key in a number after a conversation that happened somewhere else entirely.

Tidely connects to Mobile Message through Zapier, so a reply to a text can be the moment that keeps the forecast current instead of a task waiting on someone's desk. A customer texting back to confirm a payment is on its way can trigger the Import Invoice action and add it to Tidely, ready to be weighed against the rest of the pipeline. The same reply pattern can support the Import Plan action for a business building out a longer-term liquidity plan, though most teams will lean on the invoice side for the everyday confirmations that come in by text throughout the week.

Because the link runs one way, from the SMS reply into Tidely, it suits businesses that already send payment reminders or confirmations by text and want that reply to count for something in their forecast rather than sitting unread on a phone until someone gets around to updating the numbers by hand.