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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: this feature is only available to businesses on our Innovate plan. Should you wish to upgrade your plan, you can find more information in our help guide How to change your Timely plan.
How to connect Zapier with Timely
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