Connect Timely Time Tracking to IXACT Contact CRM

Both apps 39Timely Time Tracking 27IXACT Contact CRM 12

• 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.

• Action
  Add group

  Adds a new contact group to the IXACT Contact account and returns the new group's id.

• Action
  Add note

  Adds a note to a contact in IXACT Contact and returns the new note.

• Action
  Create Contact

  Creates a new contact in IXACT Contact and returns the new contact's id.

• Action
  Create Lead

  Creates a new lead in IXACT Contact and returns the created lead record.

• Action
  Delete contact

  Deletes a contact by ID from your IXACT Contact account.

• Action
  Get contact

  Returns a single IXACT contact by ID, including emails, phones, addresses, groups and family details.

• Action
  List contacts

  Returns the contacts in your IXACT Contact account, optionally narrowed to those matching an email address or updated since a given date.

• Action
  List groups

  Returns the contact groups in the IXACT Contact account, optionally narrowed by name or last-updated date.

• Action
  List notes

  Returns the notes recorded on a contact, optionally narrowed to a note date or note type.

• Action
  List note types

  Returns the note types defined in the IXACT Contact account, optionally only those with a given name.

• Action
  Update contact

  Updates an existing contact by ID, changing only the fields you fill in and keeping the rest of the contact as it is.

• Action
  Update note

  Updates an existing note on a contact in IXACT Contact, changing its text, type or date.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.