Zapier Integration

How to integrate TrackingTime with your favorite apps using Zapier.

Eric Tulle avatar
Written by Eric Tulle
Updated over a week ago

Zapier allows you to integrate TrackingTime with the other business apps you rely on every day. Learn how to build custom automations and extend the power of TrackingTime!

What is Zapier?

Zapier is a web automation app that allows you to build so-called "Zaps" to automate parts of your business or life. A Zap is a connection between two apps, made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!

Zaps Examples

  • If I create a new project in Basecamp, add the project in TrackingTime.

  • If an employee closes a task in TrackingTime, send me an email.

Available TrackingTime Triggers

A Trigger is an event that starts a Zap. Currently, TrackingTime supports the following triggers:

  • Customer Added: Triggers when a new customer is created.

  • Project Added / Updated: Triggers when you add a new project or update an existing one.

  • Task Added / Updated: Triggers when you add a new task or update an existing one.

  • Time Entry Added / Updated: Triggers when you add a new time entry or update an existing one.

Available TrackingTime Actions

An action is the event a Zap performs. Currently, the following actions are supported:

  • Add Customer: Adds a new customer.

  • Add Project: Adds a new project.

  • Add Service: Adds a new service.

  • Add Task: Adds a new task.

  • Add Time Entry: Adds a new time entry.

  • Search Projects: Finds existing projects by ID, name and more.

  • Search Tasks: Finds existing tasks by ID, name and more.

  • Search Time Entries: Finds existing time entries by ID, name and more.

  • Update Project: Updates an existing project.

  • Update Task: Update tasks for Tracking Time

  • Update Time Entry: Updates an existing time entry.

Connect Zapier with TrackingTime

How to connect Zapier with TrackingTime:

  1. Log in to your Zapier account or create a new account.

  2. Go to "My Apps" from the navigation bar.

  3. Click "+ Add connection" and search for "TrackingTime".

  4. Log into your TrackingTime account to connect it to Zapier.

  5. Once connected, create your first Zap! Use a pre-made Zap or create your own from scratch.

Create a Zap

A Zap is an automated workflow. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs.

Each sequence flows into the next until the sequence of actions has been completed. Your job is to create the logic of the workflow, moving data how you’d like.

The steps can vary depending on the chosen app, but here’s a general guide:

Follow these steps to create a Zap:

  1. Click “+ Create Zap” from the Zapier home screen and search for “TrackingTime" to get started.

  2. “TrackingTime” should already be set as the chosen app. The next step is to choose an event to kick off this Zap. Select an option from the dropdown and click on Continue.

  3. Select the TrackingTime account you want to use in the Zap. Unless you’ve connected multiple TrackingTime accounts, you’ll only have one option here.

  4. Select from the list the workspace that will trigger the Zap. You may have different TrackingTime workspaces.

  5. You’ll want to test the trigger to ensure everything is connected properly. If you receive a positive response, you can click “Continue” to proceed, otherwise, you’ll need to look over the previous steps and correct any errors.

  6. Select the recipient app you’d like to connect to, by using the search bar and the app’s name.

  7. From the dropdown, choose the event that you’d like to happen. This is the second stage, so think of this as deciding where you want the data to end up.

  8. Select the account of the selected app.

  9. This section will be a bit different depending on the receiving app. You’ll need to decide how to map the data to the various fields in this section.

  10. Test the action and then check your destination app to make sure everything looks as expected.

  11. Click the “Publish” button.

Export from TrackingTime

Create Zaps to export data from TrackingTime, and then create records in other tools. We currently export:

  • Tasks

  • Projects

  • Time Entries

  • Clients

  • Services

Import into TrackingTime

Create Zaps to pull data from other apps and create a record in TrackingTime. You can currently import the following data:

  • Tasks

  • Projects

  • Clients

  • Services

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