Timely offers direct integration with Zapier, allowing you to effortlessly connect your favorite apps with Timely. Creating Zaps is straightforward and can be done in a few simple steps, which we will outline here. Here is a list of information that you can send from Timely to other apps via Zapier:
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The Zapier integration for Timely is considered a premium integration, and it will be counted towards your total number of Custom Features & Integrations.
To enable Zapier integration, navigate to the Features & Integrations section within Timely. Locate Zapier and click on "Enable". Once activated, the card will refresh to display a "Set Up" button. Click this button to access the configuration page for Zapier.
A new page will open with instructions on how to link your Zapier account. Start by clicking the "Go to Zapier" button to begin the setup process.
Add Timely to your connected apps in Zapier
Creating your Zap with Zapier and Timely
Define a Trigger
- Select "Traftt" as a trigger app.
- Now specify the actual trigger. You can choose between "Booking Completed," "Booking Canceled," "Booking Status Changed," "Booking Rescheduled," and "Customer Created." Click on one of these options and then click "Continue." If you choose "Booking Completed," the trigger will fire every time a new booking is made. If you choose "Booking Canceled," the trigger will fire every time a booking is canceled.
- From the dropdown, select your Timely account and click "Continue."
- Next, click on "Test Trigger," and Zapier should return the data, confirming that the Trigger works.
Define an Action
- In the "Choose App & Event" section, search for and select "Google Sheets" as the app.
- For the action event, choose "Create Spreadsheet Row" since we want a new row in the spreadsheet for each new booking in Timely.
- When you click "Continue", you will be prompted to choose the Google account where the spreadsheet is located. Select the appropriate account and then click "Continue" to proceed.
- Zapier will then ask you to map the data fields between Timely and Google Sheets. This step is crucial for ensuring that the right information from Timely is correctly placed into the corresponding columns in your Google Sheets spreadsheet. Match up fields like First Name, Phone, Email, etc., using the form fields provided.
- After you've set up the mapping, it's time to test the connection between Timely and Google Sheets. Zapier will send test data through to your Google Sheets to confirm that everything is working correctly.
- Once you've successfully tested the integration, your Zap is ready to be activated. Click the "Turn on Zap" button to activate it.
That's it! Your Zap is now set up and will automatically add new booking information from Timely to your Google Sheets spreadsheet as new rows.