Connect Timely Time Tracking to Modern Treasury

Both apps 41Timely Time Tracking 27Modern Treasury 14

• 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 counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

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