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.

Timely Time Tracking → Slack

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.

ClickUp → Timely Time Tracking

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!

Timely Time Tracking → Google Sheets, Filter & more!

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!

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