Plans 💳 : Everyone
User Permissions 👥: Admins
For legacy plans, please refer to the article here.
Zapier can be an amazing tool for connecting a ton of different platforms and services – there have never been more options for moving data! With all these different options and settings, though, it can be challenging to know where to start. With that in mind, we’ve put together a few handy Zaps to serve as a jumping-off point as you start building out your own workflows.
It’s important to start with the basics, so make sure you’ve had a chance to look over our Connecting Timely with Zapier article for a more in-depth overview of Zap creation.
Slack
Looking to stay on top of new or updated projects? No problem! You can use this Zap to create a new Slack message when updates occur.
Steps:
1. Connect your Timely account.
2. Connect your Slack account.
3. Customize! Set your desired message content, the best information to include, the channel you want to message, and other specifics to suit your needs.
4. Test, test, test! Zapier lets you trigger a test message to ensure everything is working and formatted the way you’d like.
5. If everything looks good, turn on your Zap.
ClickUp
Do you need to create a project in Timely to match up with your tasks in ClickUp? We’ve got you covered! This Zap automates the process in just a few clicks.
Please note, Zapier’s advanced editor mode is required for this setup.
Steps:
1. Connect your ClickUp account.
2. Set up your trigger by selecting your ClickUp workspace, space, folder, list, and task.
3. Test, test, test! Make sure your chosen criteria allow for Zapier to find the appropriate task.
4. Connect your Timely account.
5. Customize your new projects - dial in on all the great labels and settings to make sure your project is exactly what you need.
6. Testing, part 2! This makes sure the Zap can create those projects as needed.
7. If everything works correctly, go ahead and turn on your Zap.
Google Sheets
Doesn’t everyone just love a good spreadsheet? Maybe you’re looking for additional options to sync your data, or just love scrolling through those rows and columns. With this Zap, you can add your new or updated time entries to a Google Sheet and dive on into that data!
Please note, Zapier’s advanced editor mode is required for this setup.
Steps:
1. Connect your Timely account.
2. Select your workspace.
3. Test! Zapier just needs to make sure everything is connected properly.
4. Connect your Google Sheets account.
5. Customize your options to select the appropriate document, sheet, and data points.
6. Customize the data and fields you want to create.
7. One last test – just to make sure the Zap executes correctly.
8. If everything looks good and your spreadsheet is exactly how you want it, go ahead and turn on your Zap!
Monday.com
Keeping your clients in sync has never been easier! With a few clicks you can customize this Zap to create a new client in Timely for each new board in Monday.com.
🚨 You can organize clients in many different ways within Monday.com, so it's important to note that this specific Zap requires a board be linked to each client.
1. Connect your Monday.com account.
2. Double check that you have a board associated with each client.
3. Select the trigger event "New Board".
4. If this is your first time using Monday.com with Zapier, you will be promoted to enter in your account's API key to continue. Instructions for this will be provided in a new window.
5. Test! Zapier just needs to make sure everything is working as intended.
6. Connect your Timely account.
7. Select the action event "Create Client".
8. Confirm your account information and select your Timely workspace.
9. Enter in the client name to create that client within Timely.
📝 You can also set the Monday.com Board ID as external ID for the client in Timely
10. Final step - one last test to make sure the Zap is working correctly.
11. If everything looks good, go ahead and publish your Zap!
Have questions as you go through this process? Run into difficulties setting up your Zap? Have an idea for a totally different Zap outside those listed here?
That's great! Feel free to reach out to Timely Support Team and we'll be happy to help! We're always on the lookout for new and exciting ways to use both Timely and Zapier - we can't wait to hear from you!