While there are many dedicated integrations created by our development team, we do understand that our users often operate on many different types of software and wish to track time on their everyday actions.
For this type of users we’ve developed Zapier integration. Zapier is an automation platform allowing to connect two running software. You can select from many available applications and integrate them with each other – triggering specific actions to occur. Those types of connections are called “Zaps“.
“Zaps” available to be created using TimeCamp as one part are time tracking oriented.
Our team has prepared three actions available to setup:
– create time entry
– add new project
– add new task (sub-part to existing project)
So you can connect TimeCamp to any software you use (which is available on Zapier) and create automated task.
Here are some examples of what you can accomplish:
– automatically create TimeCamp projects when creating new project in your project management software,
– automatically create TimeCamp projects when creating new lead or new organisation in your CRM,
– automatically create TimeCamp tasks when creating new support ticket in your helpdesk center,
– automatically create time entry on your TimeCamp timesheets when adding new event on your calendar,
– automatically send message on your group chat when new time entry is added on your TimeCamp timesheet,
– automatically send email when new time entry is added on your TimeCamp timesheet,
and many more. Sky is the limit.
To create Zaps you’ll need Zapier account. You can register one for free here.
When done, connect your TimeCamp account.
To do that, navigate to your Zapier’s profile drop-down menu (1) and click on “Connected Accounts” (2).
Then, select software you wish to authorize to connect to your Zapier account (3).
Note that you can also do this while creating new Zaps.
After selecting TimeCamp on the list, popup will occur asking you to enter your API Key.
To retrieve your API key navigate to your TimeCamp profile.
For detailed instructions, take a look at this article.
Your TimeCamp account will now appear on the list of connected accounts.
From now on you will be able to create Zaps and join your accounts from TimeCamp and other software you use.
To create Zaps, simply click on orange “MAKE A ZAP!” button in your top menu of Zapier.
To make the process easier, you can use this page to save some time and create Zaps with TimeCamp only.
Zaps divide into “Triggers” and “Actions“. Basically here you can determine, if something is supposed to happen in different software based on what you do in TimeCamp – or vice versa, if something that you do in different software (trigger) will make changes to your TimeCamp account (action).
When setting up a Zap with TimeCamp as a trigger, you can choose from two options – that something should happen when you add new project/task to your account, or new entry to your timesheets.
On the next step, select TimeCamp account you wish to use for your Zapier.
Note that if you use TimeCamp as a team, you can add multiple TimeCamp accounts to create your Zaps.
Zapier will always ask you to test connected TimeCamp account before proceeding with Zap creation. Depending on which type of trigger did you use, add new project to your TimeCamp account or update your timesheet with new time entry for test purposes.
In the “Action” step, you need to tell Zapier what to do in different application.
In this example, we’ll send a chat message to specific Slack (which is a communication platform) channel.
You’ll need to select the proper action.
The amount and types of specific actions will vary depending on which software do you want to use.
Those connections are created by software’s developers and can not be modified.
In our example, we’ll send a Channel Message.
The most important part of Zap creation process is Template Setup screen.
Options available also vary depending on application for which you wish to build a Zap for.
In our example, the main focus will be on the message itself.
Note that while preparing the message, you can “Insert a Field” (1) which would import your values directly from TimeCamp.
Take a look at this example:
Fill in all required fields before proceeding.
Now, let’s take a look at the result:
As you can see, all fields were autocompleted by Zapier.
That’s it! Creating Zaps the other way around (when data is added to TimeCamp based on your actions somewhere else) works similar.
Now you can optimize your work and automize everyday tasks to save a bunch of time!