With Zapier integration, you can send booking dates and times, guest names, email addresses, uploaded files, and other data to external tools when a booking is completed or canceled.
Zapier integration is available on all plans.
What You Need
Zapier account (free or paid plan)
The required Zapier plan depends on the types and number of external tools you connect.
How to Set Up Zapier Integration
You can connect TimeRex and Zapier from TimeRex Account Settings or from Zapier.
TimeRex Account Settings do not show whether Zapier is connected or whether Zapier access has been authorized.
Before setting up the connection, make sure the calendar you want to connect has at least one completed booking.
1. Connect from TimeRex Account Settings
2. Connect from Zapier
Sign in to Zapier and open the Dashboard.
Click Create a Zap from scratch in the top right.
You can also select an app from Switch to classic view and click Try it to complete some of the later settings in advance.
Click 1. Trigger.
Select TimeRex from the app list. You can use the search box to find it.
Under Event, select a trigger, then click Continue.
Event Created: Send data when a booking is completed.
Event Cancelled: Send data when a completed booking is canceled.
Event Rescheduled: Send data when a completed booking is rescheduled.
If necessary, sign in to TimeRex and select your TimeRex account.
If this is your first Zapier integration, the TimeRex authorization screen appears. Click Allow.
After selecting your TimeRex account, click Continue.
Under Choose Team, select the TimeRex space to connect for this trigger: a personal space or a team space.
Under Choose Calendar, select the calendar to connect, then click Continue.
Before continuing to the next step, make sure this calendar has at least one completed booking. Otherwise, an error occurs.
Click Test trigger.
When a sample TimeRex booking appears, select it and click Continue with selected record to complete the trigger setup.
From the app list, select the app you want to connect to TimeRex. You can use the search box to find it.
Configure what TimeRex data to send by following the settings for the selected app.
How to Disconnect Zapier Integration
Sign in to Zapier and select TimeRex under My Apps.
On the Connections tab, find the TimeRex account you want to disconnect, then select Delete from the menu.
Even if the Zap remains under Zaps, it will no longer work after the connection it uses is deleted under Connections.
Restoring the connection under Connections does not restore the connection for a Zap after it has been deleted. You must recreate the Zap.