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Timely

Reference

41 actions for Timely workflows.

01. Operations

Act on Timely from a workflow

Operations are the actions a workflow can take in Timely, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Accounts

2 operations

Manage and view billing or organizational accounts associated with your Timely workspace. Use these operations to retrieve specific account details or see all accounts available to your user.

Action

List accounts

TIMELY_LIST_ACCOUNTS

Retrieve all Timely accounts associated with your profile so you can view and manage multiple business or project accounts in one place.

Action

Retrieve an account

TIMELY_RETRIEVE_ACCOUNT

Fetch current account details and information for a specific account ID. Use this to verify account status, balances, and settings at any time.

1 input

Activities

1 operation

Fetch activity data to monitor what users are working on and how time is being spent across your organization. This helps track productivity and understand work patterns in real time.

Action★ Featured

Get activities

TIMELY_GET_ACTIVITIES

Retrieve a complete audit trail of all activities in your Timely account, including logged hours, reports, project changes, and account events. This helps you track what's been done and who did it across your time tracking and project management.

1 input

Capacities

1 operation

Check how much capacity individual team members have available for work allocation and project assignments. Use this data to balance workload and avoid overcommitting resources.

Action

Get user capacities

TIMELY_GET_USER_CAPACITIES

Retrieve work capacity and availability information for a specific team member to understand their current workload and scheduling constraints. This helps you allocate projects and tasks based on realistic capacity rather than assumptions.

2 input

Clients

4 operations

Organize and manage the external clients or companies you work with in Timely. Create, update, retrieve, and list clients to maintain your project billing and organizational structure.

Action★ Featured

List clients

TIMELY_LIST_CLIENTS

Retrieve all clients in your Timely account to find client information, IDs, and names for managing projects and organizing billing relationships.

5 input
Action

Create Client

TIMELY_CREATE_CLIENT

Add a new client to your Timely account for tracking time and billable work against different projects or customers. This helps you organize your timesheet entries by client and manage billing more effectively.

5 input
Action

Get Client

TIMELY_GET_CLIENT

Retrieve detailed information about a specific client including their name, status, color coding, and any external references linked to their account.

2 input
Action

Update a client

TIMELY_UPDATE_CLIENT

Modify client details like name, status, color, or external ID in your Timely account. Use this to keep client information current and organized as your business relationships evolve.

3 input

Day Locking

2 operations

Control when team members can modify or submit their time entries by locking specific days or periods. Lock days to enforce deadline compliance and prevent retroactive time adjustments after approval.

Action

Create Day Locking

TIMELY_CREATE_DAY_LOCKING

Locks time entries for specific dates and users to prevent any modifications, ensuring data integrity after approval or billing cycles.

2 input
Action

Update day locking settings

TIMELY_UPDATE_DAY_LOCKING

Prevent accidental changes to completed timesheets by locking or unlocking specific days for selected users, ensuring time tracking data remains accurate and unmodified when needed.

2 input

Events

4 operations

Retrieve time entry and activity events for individual users, entire projects, or your whole organization. Process events in bulk to sync time tracking data with external systems or build custom reporting.

Action★ Featured

List events

TIMELY_LIST_EVENTS

Retrieve all time entries from your Timely account with optional filtering by date, team members, or projects to get a complete view of how time is being spent.

7 input
Action★ Featured

Process bulk events

TIMELY_PROCESS_BULK_EVENTS

Submit multiple event create, update, or delete operations simultaneously to save time and reduce API calls when managing large volumes of calendar or scheduling data.

4 input
Action

List project events

TIMELY_LIST_PROJECT_EVENTS

Retrieves all time entries logged against a specific project, enabling you to review and analyze how your team spent their time on that work.

2 input
Action

List user events

TIMELY_LIST_USER_EVENTS

Retrieve all time entries logged by a specific user in Timely to review work history, track productivity, and generate reports. This helps you verify time tracking data and analyze how team members or contractors are spending their work hours.

2 input

Forecasts

1 operation

Access forecasted or predicted time and capacity data to plan ahead for projects and resource allocation. Use forecasts to anticipate staffing needs and project timelines.

Action

List forecasts

TIMELY_LIST_FORECASTS

Retrieve all planned tasks and forecasts from your Timely account with optional filtering by date range to track upcoming work and deadlines.

3 input

Labels

5 operations

Create and manage custom labels or tags to organize and categorize time entries, projects, and activities. Labels help team members quickly filter and report on work by custom dimensions like client type or project phase.

Action

Create Label

TIMELY_CREATE_LABEL

Create custom labels in your Timely account to organize and categorize your projects, time entries, and other resources for better tracking and reporting.

5 input
Action

Delete a label

TIMELY_DELETE_LABEL

Remove an unwanted label from your Timely account to keep your time tracking system organized and clean.

2 input
Action

List labels

TIMELY_LIST_LABELS

Retrieve all available labels in your Timely account to discover existing organization categories and their identifiers. Helps you understand your label structure before organizing projects or time entries.

4 input
Action

Retrieve a label

TIMELY_GET_LABEL

Fetch details about a specific label from your Timely account, including its name, color, and relationships to other labels. Use this to verify label properties or retrieve label information for organizing your time tracking data.

2 input
Action

Update a label

TIMELY_UPDATE_LABEL

Modify an existing label's properties such as name, color, or organizational structure within your Timely account. Use this when you need to keep your time tracking categories organized and visually distinct.

3 input

Permissions

2 operations

Check what actions a user or the current authenticated user is allowed to perform within Timely. Use permission data to conditionally show features or validate access before performing sensitive operations.

Action

Get current user's permissions

TIMELY_GET_CURRENT_PERMISSIONS

Retrieve what actions and access levels the current user has within their Timely account, helping you understand their operational permissions.

1 input
Action

Get user permissions

TIMELY_GET_USER_PERMISSIONS

Retrieve the specific permissions and access levels assigned to a user in your Timely account, helping you understand what actions they can perform within your workspace.

2 input

Projects

3 operations

Oversee projects in your Timely workspace by retrieving project details, listing all projects, or updating project settings. Projects are the primary container for organizing client work and time entries.

Action★ Featured

List projects

TIMELY_LIST_PROJECTS

Retrieve all projects from your Timely account to identify project names and IDs for time tracking and billing purposes.

11 input
Action

Get project

TIMELY_GET_PROJECT

Retrieve detailed information about a specific project including its name, budget, billable status, and associated client. Use this to access project details whenever you need to verify project settings or gather information for reporting and planning.

2 input
Action

Update a project

TIMELY_UPDATE_PROJECT

Modify project details in your Timely account, such as name, description, billing status, or archive status, to keep your project information current and organized.

3 input

Reports

2 operations

Generate and filter time reports to analyze productivity, costs, and project profitability. Create custom reports on demand or retrieve filtered results for invoicing and performance reviews.

Action★ Featured

Create report

TIMELY_CREATE_REPORT

Generate customized time tracking and billing reports for your Timely account with optional filters by date range, user, or project to analyze work patterns and costs.

5 input
Action★ Featured

Filter reports

TIMELY_FILTER_REPORTS

Retrieve and filter Timely reports by date range, users, projects, labels, teams, and billing status to generate custom time tracking analysis. Helps you gain insights into how time is spent across your business and identify billing or project performance trends.

8 input

Roles

1 operation

View the available user roles in your Timely instance to understand permission levels and team hierarchies. Roles determine what features and data each user can access.

Action

List roles

TIMELY_LIST_ROLES

Retrieve all available roles in your Timely account to understand what permission levels and role types you can assign to team members. This helps you manage access control and permissions across your organization.

1 input

Teams

4 operations

Build and organize your workforce by creating, listing, updating, and removing teams in Timely. Teams group users together for easier management, reporting, and access control.

Action

Create Team

TIMELY_CREATE_TEAM

Create a new team within your Timely account to organize users and improve collaboration on projects. This helps you structure your workforce for better project management and task delegation.

4 input
Action

Delete a team

TIMELY_DELETE_TEAM

Permanently remove a team from your account when you no longer need it or want to reorganize your team structure.

2 input
Action

List teams

TIMELY_LIST_TEAMS

Retrieve all teams in your Timely account to see who's available for project assignments and collaboration. This helps you understand your team structure for better resource planning and project delegation.

1 input
Action

Retrieve a team

TIMELY_GET_TEAM

Fetch complete details about a specific team including its name, color scheme, and member list to view team information and composition.

2 input

Users

4 operations

Manage team members and their profiles in your Timely workspace, including retrieving the current user's data. Create and update user accounts to control who can track time and access your organization's data.

Action

Get current user

TIMELY_GET_CURRENT_USER

Retrieves the profile and account details of the currently logged-in user, allowing you to access identifying information, settings, and preferences associated with the active account.

1 input
Action

List users

TIMELY_LIST_USERS

Retrieve all users in your Timely account to find specific team members for time tracking, reporting, or account management tasks.

4 input
Action

Retrieve a user

TIMELY_GET_USER

Fetch user information from your Timely account by user ID, including details like name, email, and profile picture. Use this to verify user accounts or retrieve team member information for reporting and management purposes.

2 input
Action

Update a user

TIMELY_UPDATE_USER

Modify user details in your Timely account such as email, name, role, or status to keep team information current and accurate.

3 input

Webhooks

5 operations

Set up real-time notifications by creating, managing, and configuring webhooks to trigger external actions when time entries and other events occur. Webhooks enable seamless integration with other platforms and custom automation workflows.

Action★ Featured

Create Webhook

TIMELY_CREATE_WEBHOOK

Set up automated alerts that send real-time notifications to your systems whenever specific events occur in your Timely account, enabling seamless integration with other business tools and workflows.

4 input
Action

Delete Webhook

TIMELY_DELETE_WEBHOOK

Remove a webhook from your Timely account when you no longer need real-time notifications about payment or booking events.

2 input
Action

Get Webhook

TIMELY_GET_WEBHOOK

Retrieve the configuration details and status of a specific webhook to verify its setup and ensure it's properly configured to receive payment notifications.

2 input
Action

List Webhooks

TIMELY_LIST_WEBHOOKS

Retrieve all webhooks configured in your Timely account to view existing integrations and verify that event notifications are properly set up.

1 input
Action

Update Webhook

TIMELY_UPDATE_WEBHOOK

Modify an existing webhook's configuration, including its target URL, event subscriptions, and active status to ensure it continues to receive the payment notifications your business needs.

7 input
What now

Use Timely in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.