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Getting Started
What is TIDY?
Getting Started: Rental Properties
Getting Started: Employer Benefits
Getting Started: Residential Homes
Getting Started: Offices
Dashboard
Concierge Tasks
TIDY AI
Acceptance Probability
Teams & Users
Users
Teams
Properties/Addresses
Access Instructions
Schedule
Jobs
Add or Request a Job
View, Edit, or Cancel Jobs
How Different Job Types Work
Setting Backup Times
Job Links
Job Reviews or Feedback
Resolving Pro Cancellations
Workflows
Account Settings
Messages
Notifications
Plans
Access Control / Smartlocks
My Pros
Find New Pros
Booking Different Type Of Services With Your Pros
Private Cleaning Payment
Defining your Job Request Strategy
To-Do Lists
Creating To-Do Lists
To-Dos
Video Introductions
To-Do List Links
Do-Nots
Remote Inspections
Custom Fields
Default Lists
Laundry or Linens
Supply Preferences
Integrations
Automatic Booking
Billing, Pricing, & Payments
Billing History
Sending Payments
Bills & Payment Methods
Team Billing
View & Edit Prices
Viewing Billing History
Tips
Refunds
Rebate Program
Tax Reporting for Payments to Pros
Compliance, Ratings, Safety, Insurance, & Protection
Insurance or Custom Requirements
Certifications & Ratings
Satisfaction Guarantee, Disputes, & Protection
Damage Claims
Safety Isses
Property Maps
Maintenance
Inventory Tracking
Inspections
Smart Thermostats
Issue Tracking
Automatic Translation
Other Questions
TIDY Concierge
Reports
Accounting
Developers
API Introduction
Authentication
API Reference
Changelog
Errors
Webhooks
Best Practices
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Integrations

Zapier

Zapier lets you connect TIDY to many other apps in order to build your own workflows.

Popular Zapier Use Cases

The way Zapier works is that each "Zap" (or workflow in Zapier) has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically. 

Triggers: Here are some examples of the types of things you can trigger:

  • Trigger an action when a job is created or updated.
    • Example: Get an alert in Slack when a job is updated.
  • Trigger an action when an address is added
    • Example: Update a record in Salesforce when an address is added.
  • Trigger an action when a to-do list is added
    • Example: Store a changelog in Google Sheets of changes to your to-do lists.

Actions: Here are some examples of the types of actions you can have TIDY take from Zapier:

  • Add a pro
    • Example: When you add a vendor to a CRM, add them to TIDY.
  • Add an address
    • Example: When you add a property in Guesty, add it to TIDY.
  • Add a job
    • Example: When you see an event on google calendar, create a job in TIDY.
  • Cancel a job
    • Example: When a guest cancels in Airbnb, cancel a job in TIDY.
  • Update a job
    • Example: Text guests if they want an upgraded cleaning, and if they respond yes, increase the size of the job.

View more details on our page on Zapier.



<script src="https://zapier.com/apps/embed/widget.js?services=tidy"></script>




How do I connect APP to Zapier?

  1. Log in to Zapier, or created an account.
  2. Navigate to "My Apps" from the top menu bar.
  3. Now click on "Connect a new account..." and search for "TIDY"
  4. Use your credentials to connect your TIDY account to Zapier.
  5. Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup. 

If you have any additional questions, you can reach out to contact@zapier.com.

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