How to connect Zapier with Timely

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By connecting Timely to your other business apps, you can automatically transfer crucial information, saving you valuable time and eliminating manual data entry. In this guide, you will learn how to connect Timely and Zapier, so you can start automating the transfer of customer details such as contact information, marketing preferences, and more.

Important note: please see our pricing and plans page to confirm if this feature is available within your subscription. Should you wish to upgrade, you can do so via this link. Otherwise, please contact one of our friendly Support team for further information.

First, ensure you have created a Zapier account at zapier.com. Once you have done this:

1 Head to setup from the main menu in your Timely account dashboard, and click on integrations (formerly add-ons).

2 Scroll down to find Zapier, and click on the activate button.

3 Copy the API key and then go to your Zapier account. Once you are in Zapier, go to app connections in the side bar, and click add connection.

4 Next, search for the Timely app, and click add connection. From there, paste the API key from your Timely account. Once successful, you will see that a new connection from Timely has been created.

What fields are sent to Zapier?

First Name
Last Name
Company Name
Gender
Date Of Birth
Email
Telephone Number
SMS Number
Physical Address
Postal Address
Email Marketing Preference
SMS Marketing Preference
Outstanding Balance Owed
Outstanding Credit
No Show Count
VIP status
Next Appointment Date
Next Appointment Time
Next Appointment Location

How to connect Zapier with Timely

What fields are sent to Zapier?

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