Hi there,
I’m looking for help with integrating Timely with Zapier. Can I create an automation that creates tags on clients from timely. Example: I want a Relaxation massage tag and a lash treatment tag on a client. Also if that client books in another treatment like a hydrating facial can it automatically tag that to them as well?
I want it to recognise each time a client books something new in and create a tag with me manually having to add in a csv again.
Question
How can I automate client tagging in Timely with Zapier based on booked treatments?
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+6- Zapier Staff
Hi
Welcome to the Community.
You can automate client tagging in Timely using Zapier. First, set Timely as the trigger app with “New Booking” as the event. Then, set Timely as the action app with “Create Tag” as the event. Customize the tag using booking details, test the Zap, and turn it on if successful. Repeat this process for each service you offer to ensure each booking automatically adds the corresponding tag to the client’s profile. Always test to ensure the automation works as expected. Hopefully, this helps you jump-start your Zap.
+14- Zapier Orchestrator & Solution Partner
Hi
If you have logic to apply certain tags, check out these options:
+11- Community Manager
Hi
Did Jammer or Troy’s suggestions here help to get things sorted?
If you’re still stuck at all just let us know, happy to help further! 🙂
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