Connect ConnectWise Manage and Timely Time Tracking to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Timely Time Tracking - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.
Add your action
An action happens after the trigger—such as "Create Client" in Timely Time Tracking.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Timely Time Tracking, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
ActionWrite
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Connect ConnectWise Manage and Timely Time Tracking to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Frequently Asked Questions about ConnectWise Manage + Timely Time Tracking integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Timely Time Tracking
How do I set up the integration between ConnectWise Manage and Timely?
To set up the integration, first sign in to both your ConnectWise Manage and Timely accounts. Then, use our platform to create a Zap that includes triggers and actions you want, such as 'New Ticket in ConnectWise' triggering 'Create Time Entry in Timely.' Ensure you've authorized access for both applications during the process.
Can I sync data automatically between ConnectWise Manage and Timely?
Yes, the integration allows automatic syncing of data through our system. By setting up specific triggers like 'New Time Entry' or 'Updated Ticket' in ConnectWise, actions such as 'Log Work Hours' in Timely can occur automatically.
What triggers are available for this integration?
Common triggers include 'New/Updated Ticket,' 'Ticket Closed,' or 'New Member in ConnectWise.' These can initiate actions such as creating new time entries or updating existing ones in Timely.
Are there actions that can be automated from Timely to ConnectWise Manage?
Yes, while most automations start with a trigger from ConnectWise, you can also initiate from Timely by logging time entries that reflect back as updates or new records in your ConnectWise tickets.
Is it possible to customize what data is transferred between the two systems?
Customization is key, allowing you to choose which details are transferred during integration. You can specify mappings such as matching ticket IDs with time entries or linking specific project codes between systems.
Does this integration support bidirectional synchronization?
The integration supports bidirectional synchronization where updates are reflected across both platforms. For example, when a ticket is closed in ConnectWise, corresponding time entries can automatically be marked as completed in Timely.
How often does the synchronization occur once set up?
Synchronization frequency depends on user settings defined during setup. Typically, data sync occurs instantaneously following a trigger event unless specified otherwise within custom settings.
