Zapier Integration
Time To Pet integrates with Zapier, allowing you to automate tasks and workflows in tools you use to manage your pet care company outside of Time To Pet.
What You'll Need: Time To Pet Solo or Team Plan. This feature is not available on the Lite plan.
Note: You are not required to connect to Zapier to use Time To Pet. Our platform provides all the essential tools you need to effectively start, grow, and manage your business. However, if you desire additional functionalities and seamless integration with other apps, our Zapier integration offers an optional way to enhance your overall experience.
IN THIS ARTICLE
What is Zapier?
Zapier (pronounced like "Happier" with a "Z") is an online platform that helps connect the various apps, websites, and tools you use to run your business. In fact, Zapier works with over 5,000 web apps (including Time To Pet).
Zapier automates various workflows without the requirement of hiring a developer to build the integration directly. Zapier does this by letting you create "Zaps". Zaps are automated workflows that consist of a trigger (like a client being created in Time To Pet) and one (or several) actions.
As an example, you can use the Zapier integration to automatically add a new client to your HubSpot account when they are created in Time To Pet. Or, you can automatically add a staff member to your payroll system when they are added to your Time To Pet account.
To learn more about Zapier, check out the Zapier webpage on How Zapier Works.
Connecting To Zapier
To utilize the Zapier integration, you will first need a Zapier account. You can create a free or paid account directly on Zapier's website.
Once you have a Zapier account, you can connect it to your Time To Pet account from within Time To Pet by navigating to Settings > Integrations > Zapier.
Alternatively, you can connect to Time To Pet from within Zapier by simply creating a new Zap and searching for Time To Pet:
Zapier will then walk you through the steps to connect your Time To Pet account.
Creating A Zap
There are many ways to create a Zap in Zapier. If you're a beginner, check out Zapier's help doc on Creating Your First Zap. If you are already familiar with Zapier, check out Zapier's help doc on Creating Zaps to learn how to create a Zap using AI or from a Template.
Note: The first time you create a Zap with a Time To Pet trigger, Zapier will walk you through connecting your Time To Pet account to your Zapier account if you haven't already.
Time To Pet Triggers
Time To Pet currently offers the following triggers:
New Client Created
When a client is first created, this trigger will send all built-in profile fields such as client name, email, address, and phone number as well as any Client Fields with a "Zapier Name" added.
Client Created or Updated
When a client is first created, or the profile is updated, this trigger will send all built-in profile fields such as client name, email, address, and phone number as well as any Client Fields with a "Zapier Name" added.
New Client Prospect Created
When a prospect (someone who completes your New Client Form) is first created, this trigger will send all built-in profile fields such as client name, email, address, and phone number as well as any Client Fields with a "Zapier Name" added.
New Staff Member Created
When a staff member is first created, this trigger will send the staff member's entire profile such as name, email, phone number, etc.
Staff Member Created or Updated
When a staff member is first created, or the profile is updated, this trigger will send the staff member's entire profile such as name, email, phone number, etc.
We are in active development of new triggers. Please reach out if you would like to request additional triggers!
Managing Your Zapier Integration
To disable or enable a Zap, please see Managing Your Zaps.
To completely disconnect Zapier from Time To Pet, you can either disconnect from the Zapier side or from Time To Pet in Settings > Integrations > Zapier.