1.Detect new intake table record
Integrate Zapier Tables and intake data tools to capture new record details and trigger client provisioning.
Create client records in time tracking from intake table
Automatically monitor new intake table rows across Zapier Tables, Formatter by Zapier, and Timely Time Tracking. Create and update when intake row added, email matched, or no client foundβso you can provision clients, write back client IDs, and standardize names without manual data entry.
How this automation provisions client records fast
When new intake rows arrive, delays can break time tracking setup and slow billing readiness. This automation formats client names, creates clients in Timely Time Tracking, and updates your intake record with returned client IDsβso your team can launch faster.
Zapier Tablesor swap with your favorite app
2.Combine and clean client name
Integrate Formatter by Zapier and data formatting tools to map name parts and to normalize whitespace.
Formatter by Zapieror swap with your favorite app
3.Create client in time tracking
Integrate Timely Time Tracking and client onboarding tools to create the client record and to return the client ID.
Timely Time Trackingor swap with your favorite app
4.Update intake record with client ID
Integrate Zapier Tables and record management tools to write the returned client ID to the original intake record.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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