Here's what you need to know:
To use this app, you need to have an account with Zapier. If you don't have one already, you can open a Zapier account for free here. If you don't already use Zapier, we recommend you familiarise yourself with it before you do this integration.
This is a TIMIFY Enterprise app. If you would like to trial Enterprise for free, you can upgrade for two weeks straight from your TIMIFY account.
For the basics on how to integrate Zapier to your account and set up a Zap, check our this article.
Here's how the article is structured:
List of TIMIFY triggers, with a brief explanation of what triggers do.
List of TIMIFY actions, with a brief explanation of what actions do.
1. List of TIMIFY triggers for bookings, group bookings, resources, and customers.
What do triggers and zaps do? Zaps start with a trigger: a trigger is something that looks out for new or updated data. TIMIFY has many triggers you can use to make zaps in Zapier, they're all listed below. Everything a zap does with that data, is done by actions.
What this ultimately means, is that data - new data and updated data - from your TIMIFY account is sent to Zapier. Zapier then distributes the data across any existing apps that you have set up with Zapier, say Google spreadsheets or Quickbooks. (You need to go to Zapier to set up up these integrations if you haven't already.)
Trigger 1: Appointment created
This event is triggered when a booking is created. You'll receive information about the service, customer, resources, and any other available details related to the booking.
Trigger 2: Appointment updated
This event triggers when a booking is updated or re-scheduled online. Such changes include a change of service; customer; time. You'll receive updated information in the relevant third party app.
Trigger 3: New group event
This event triggers when a group booking is created in a resource's TIMIFY calendar. (Note: it will not trigger when you create a new group.) You'll get all details related to the group booking including time, customers, resources, the maximum number of participants, and any other relevant information.
Trigger 4: Group event participant added
This event triggers when a participant is added to an existing group event, either manually or online. (Note: to obtain this data, you need to have events in your resource's calendar.) You'll receive all relevant information about the participant who has been added to the group booking.
Trigger 5: Group event update
This event triggers when a group booking gets updated, with a change such as a new time or different resource.
Trigger 6: Appointment deleted
This event triggers when a booking is cancelled - either by a customer or a resource. You'll receive details about the cancelled booking.
Trigger 7: New resource
This event triggers when a resource is added, irrespective of its category. You'll receive information about the resource including name, email, and shift related details.
Trigger 8: Resource updated
This event triggers when a resource is updated. You'll receive updated information including name change, email change, and shit related updates.
Trigger 9: Resource deleted
This event triggers when a resource gets deleted. You'll receive information including resource name, email, total bookings, and resource ID where relevant.
Trigger 10: New customer
This event triggers when a customer is added to your TIMIFY account. This trigger provides information including customer first and last names, email, company name and all other available information.
Trigger 11: Customer updated
This event triggers when a customer's information gets updated. You'll receive the updated name, email, total bookings, external ID, avatar URL and any other available information.
Trigger 12: New service
This event triggers when a new service is created, irrespective of its category. You'll receive details including service name, category ID, duration, pricing and other available information.
2. List of actions for customers, bookings, services, and notifications.
Now you have your triggers, you need to tell Zapier what to do when it receives a trigger: that is, you need to set up actions. Actions pull the data from your other apps, and complete the task or activity on your behalf.
Action 1: Create a customer. This allows Zapier to add TIMIFY customers to an app in your Zapier account.
Here are the TIMFIY fields we use:
Action 2: Create an appointment. This creates a booking with details taken from your data fields for that booking, including:
Duration (in minutes)
Date Time (in UTC Format)
Action 3: Create a booking using a service. This creates a booking based on a service. Fields we use include:
Duration (in minutes)
Date Time (in UTC Format)