Timely Time Tracking and Salesflare

How to connect Timely Time Tracking

When new Client in Timely Time Tracking, find or create account, then find or create contact, then add contact to account in Salesflare.
When new or Updated Person in Timely Time Tracking, find or create contact in Salesflare.
When new Task in Salesflare, create Task in Timely Time Tracking.

Timely Time Tracking automates company time tracking, so everyone can focus on the work that matters.

Start a workflow when this happens

New And/Or Updated Time Entry (Only Admin Users) — Triggers when a time entry is created and/or an entry is updated. Can only be used by Timely Admin users.
New Client — Triggers when a client is created.
New Project — Triggers when a new project is created.
New Time Entry — Triggers when a new time entry is created.
New Workspace — Triggers when a workspace is created.

Show 4 more triggers

New or Updated Person — Triggers when a person is added or updated.
New or Updated Project — Triggers when a project is created or updated.
New or Updated Time Entry — Triggers when time entries are created or updated.
Project Updated (Only Admin Users) — Triggers when any project is updated in Timely. Fires for ALL project changes (name, budget, rate, archive, labels, users, etc.) — add a Zapier filter step if you only care about name changes. Can only be used by Timely Admin users. WARNING: avoid chaining this trigger to actions that write back to the same project (e.g. via "Update Project Name") in the source system without a guard — that can create an infinite update loop.

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Create Client — Creates a Client
Create Person — Creates a new person in the workspace.
Create Project — Creates a project.
Create Task — Creates a task.

Show 5 more actions

Find or Create Client — Finds or creates a Client
Find or Create Project — Finds or creates a Project
Find or Create User — Finds or creates a User
Log Time Entry — Logs a time entry
Update Project Name — Updates only the name of an existing project. Look up the project by Timely Project ID or by External ID (recommended when the source-of-truth system stores the Timely external_id, e.g. NetSuite).