--- title: "Connect Perspective and Timely Time Tracking - APIANT.ai" description: "When \"New Contact\" fires in Perspective, your agent runs \"Create Task\" in Timely Time Tracking." canonical: "https://apiant.ai/connect/perspective-to-timely-time-tracking" --- # Connect Perspective and Timely Time Tracking When **New Contact** fires in [Perspective](https://apiant.ai/connections/perspective), your agent runs **Create Task** in [Timely Time Tracking](https://apiant.ai/connections/timely-time-tracking), or **New Client** in Timely Time Tracking to **Create Contact** in Perspective. Describe the whole flow and it is built, tested on every scenario and kept running. Perspective **2** triggers Perspective **8** actions Timely Time Tracking **8** triggers Timely Time Tracking **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Perspective and Timely Time Tracking to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Perspective and Timely Time Tracking can do together ### From Perspective to Timely Time Tracking - When **New Contact** in Perspective then **Create Task** in Timely Time Tracking - When **New Lead via Funnel** in Perspective then **Create Client** in Timely Time Tracking ### From Timely Time Tracking to Perspective - When **New Client** in Timely Time Tracking then **Create Contact** in Perspective - When **New or Updated Person** in Timely Time Tracking then **Update Contact Field** in Perspective Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Perspective and Timely Time Tracking ## Triggers and actions 10 triggers · 27 actions - Trigger **New Contact** Triggers when a new contact is added to the selected funnel. - Trigger **New Lead via Funnel** Triggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself). - Action **Create Contact** Creates a new contact in the CRM of a Perspective funnel. Returns the created contact. - Action **Get Contact** Returns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found. - Action **Get Funnel Chart** Returns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks. - Action **Get Funnel KPI** Returns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period. - Action **Get Funnel Question Insight** Returns aggregated response counts for a specific funnel question or survey element over a date range. - Action **List Contacts** Returns the CRM contacts captured by a funnel, with their details, custom properties and attribution data. - Action **List Workspaces** Returns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one. - Action **Update Contact Field** Updates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value. - Trigger **New Client** Triggered when a new client is created - Trigger **New or Updated Person** Triggered when a person is created or updated in Timely - Trigger **New or Updated Project** Triggers when a project is created or updated. - Trigger **New or Updated Time Entry** Triggers when time entries are created or updated. - Trigger **New Project** Triggered when a new project is created - Trigger **New Time Entry** Triggered when a new time entry is created - Trigger **New Workspace** Triggers when a workspace is created. - Trigger **Project Updated (Only Admin Users)** Triggers when any project is updated in Timely. Fires for ALL project changes (name, budget, rate, archive, labels, users, etc. Can only be used by Timely Admin users. WARNING: avoid chaining this trigger to actions that write back to the same project (e. g. via "Update Project Name") in the source system without a guard — that can create an infinite update loop. - Action **Add tag** Create a tag. - Action **Create Client** Creates a Client - Action **Create Person** Creates a new person in the workspace. - Action **Create Project** Creates a project. - Action **Create Task** Creates a task. - Action **Delete project** Delete a project. - Action **Delete time entry** Delete a time entry. - Action **Find Client** Returns the clients in a Timely workspace whose name matches the given text. - Action **Find Project** Returns the projects whose name contains the specified text. - Action **Find Tag List and Tag** Finds a tag list and a specific tag if specified. - Action **Find time entries by criteria** Search time entries by date range, user, project. - Action **Find User** Finds a User - Action **Get Task** Retrieves a single task (forecast) by its id. - Action **Log Time Entry** Logs a new time entry against a project. - Action **Start timer** Start the timer on a time entry. - Action **Stop timer** Stop the running timer on a time entry. - Action **Update client** Update a client. - Action **Update Project Name** Updates only the name of an existing project. Look up the project by Timely Project ID or by External ID (recommended when the source-of-truth system stores the Timely external_id, e.g. NetSuite). - Action **Update time entry** Update a logged time entry. ## Each app on its own - [ **Perspective** Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.](https://apiant.ai/connections/perspective) - [ **Timely Time Tracking** Timely Time Tracking automates company time tracking, so everyone can focus on the work that matters.](https://apiant.ai/connections/timely-time-tracking) Reviews ## What our customers say ## More from Perspective - [ **Perspective to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/perspective-to-salesforce) - [ **Perspective to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/perspective-to-slack) - [ **Perspective to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/perspective-to-stripe) - [ **Perspective to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/perspective-to-shopify) - [ **Perspective to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/perspective-to-quickbooks-online) - [ **Perspective to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/perspective-to-pipedrive) ## More into Timely Time Tracking - [ **HubSpot to Timely Time Tracking** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timely-time-tracking) - [ **Salesforce to Timely Time Tracking** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timely-time-tracking) - [ **Slack to Timely Time Tracking** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timely-time-tracking) - [ **Google Sheets to Timely Time Tracking** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-timely-time-tracking) - [ **Gmail to Timely Time Tracking** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timely-time-tracking) - [ **Google Calendar to Timely Time Tracking** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-timely-time-tracking) Questions ## Perspective and Timely Time Tracking, answered ### ### What can start an automation from Perspective? Any of Perspective's 2 triggers in the catalog, including New Contact and New Lead via Funnel. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Timely Time Tracking when something happens in Perspective? Any of Timely Time Tracking's 19 actions, including Create Client, Create Person, Create Project and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Timely Time Tracking to Perspective? Yes. When something happens in Timely Time Tracking, your agent can act in Perspective too. This page covers both directions: Timely Time Tracking's triggers and Perspective's actions are listed here as well. ### ### Do I have to build a connector for Perspective or Timely Time Tracking? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Perspective and Timely Time Tracking without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.