Using Make.com with the Tidyflow API

You can use Make.com (formerly Integromat) to automate workflows with Tidyflow via our public API. Here’s how to get started.

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🔑 Step 1: Create an API Token in Tidyflow

1. Log into your Tidyflow account.
2. Go to Settings → API Tokens.
3. Click New Token.
4. Give your token a name (e.g. Make Integration) and click Save.
5. Copy the token immediately — it won’t be shown again.

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⚙️ Step 2: Set Up a Scenario in Make

1. Log in to Make.com and create a new scenario.
2. Add the HTTP module.
3. Choose Make a request.

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🌐 Step 3: Configure the HTTP Request

Settings:

• Method: GET (or POST, PUT, etc. depending on the API endpoint)
• URL: https://app.tidyflow.com/api/v1/clients
• Headers:
  • Authorization: Bearer YOUR_API_TOKEN
  • Content-Type: application/json (optional for GET)
• Body Type: Leave empty for GET. Use Raw for POST/PUT requests.
• Parse Response: Set to Yes

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📥 Example: List Clients

GET Request:

GET https://app.tidyflow.com/api/v1/clients

Headers:

Authorization: Bearer YOUR_API_TOKEN

No body is required.

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🧪 Test It

Click Run once in Make to test the request. If set up correctly, you’ll get a successful response you can use in the next steps of your scenario.