McTime Zapier integrationAutomate McTime with Zapier.
The McTime Zapier integration offers 5 triggers, 9 actions and 0 searches. It watches new clients, projects, organizations and time entries, and it can create those records, start or stop a clocking, or find a client by name. All five triggers poll on a timer.
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What the McTime Zapier integration does for you
The McTime Zapier integration connects McTime, a time tracking and payroll tool for teams, to the other apps your company uses. Zapier can react when a client, a project, an organization or a time entry appears in McTime, and it can write into McTime in return: new records, manual time entries, or a clocking started and stopped from another tool.
Three results worth building. A project for every new client. New Client spots the client, Create Project opens the matching project, and nobody has to remember the second step. A timesheet log outside McTime. New Time Entry hands each entry to a spreadsheet row, ready for whoever reviews hours. Clocking driven by another tool. An event elsewhere runs Start Clocking, and a later one runs Stop Clocking, so the time is tracked where your team already works.
Now what Zapier does not do for McTime. None of the five triggers is instant: Zapier checks McTime on a timer, so a new entry waits for the next check. There is no search step either: Find Client, Find Organization and Find Project are listed as actions, so the search settings you may read about elsewhere do not apply. No operation updates or deletes a record, and nothing in the list touches payroll. Whatever goes beyond creating, clocking and finding stays in McTime.
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The Zapier words behind this page
Eight terms, one line each, before you open the editor.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
- Trigger
- The event that starts a Zap. McTime offers five, such as a new client or a clocking that has started.
- Action
- What the Zap does once it has started: the step that writes something for you, such as a new project in McTime.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The count on your plan is a count of those.
- Polling vs instant
- Polling: Zapier asks the app for new items on a timer. Instant: the app reports the event itself. All McTime triggers poll.
- Filter
- A step that lets the Zap continue only when what arrived meets the condition you set, and stops it otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter makes it one, and it then needs a paid plan.
- Connection
- Your McTime account linked to Zapier once, then reused by every step of every Zap that uses McTime.
What a McTime Zap really costs
Watching McTime is free. You pay for the actions that go through.
- Triggers5, all polling
- Actions9
- Free plan100 tasks a month, two-step Zaps
- Reserved to paid plansNo
A trigger never costs a task, however often Zapier checks McTime. Each action that succeeds counts one task, and a failed one is not counted. In a Zap with several actions, every success counts on its own. The free plan gives 100 tasks a month and unlimited Zaps of two steps each, and McTime is not reserved to paid plans. A filter or a second action makes the Zap multi-step, which needs a paid plan. All five triggers poll, so the grid below applies to every one of them.
Connect McTime to Zapier in 3 steps
- 01
Open Apps and add a connection
In your Zapier account, open the Apps page and click + Add connection. You need an existing McTime account, with access to the organizations your Zaps will read or write.
- 02
Pick McTime
Search for McTime in the dialog, pick it and click Add connection. A tab opens on the McTime sign-in. The connection you save here is reused by every McTime step afterwards.
- 03
Sign in and grant access
Sign in to McTime in that tab and grant Zapier access to the account. For organizations or projects you do not own, ask for read or write access before you build.
Your first Zap: hear about new time entries
GoalPost a chat message for each new McTime time entry that matches your rule.
- 01
Build: pick New Time Entry
Start a new Zap, choose McTime as the app that starts it and New Time Entry as the trigger. Pick the time entry types and organizations to watch: both are required.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent time entries of the connected account, so pick a real one to map the next steps on.
- 03
Add the filter
From the plus icon, add a Filter and fill its three boxes: the field to look at, the rule, the value. A number rule only works on numbers, a text rule only on text.
- 04
Add the chat message
Add your team chat as the action app, choose its send-message event, then place the time entry details from McTime into the message.
- 05
Test, then publish
Test the action and read the message it posted. If it looks right, click Publish. With its filter, this Zap is multi-step and needs a paid plan.
McTime triggers
5 events start a Zap when something happens in McTime. Zapier checks for them at the interval your plan allows.
New Client
Polling triggerIn Zapier“Triggers when a new client is created.”
Starts the Zap when someone creates a client in McTime. The client record becomes data that later steps can reuse, such as its name for a matching project.
Clocking Started
Polling triggerIn Zapier“Triggers when a new clocking time entry was started.”
Fires when a new clocking time entry starts in McTime, in other words when someone begins tracking time live. You choose which report type and which organization to watch.
New Organization
Polling triggerIn Zapier“Triggers when a new organization is created.”
Reacts to an organization created in McTime, filtered on the organization type you pick. Each new unit can then be copied, announced or recorded elsewhere.
New Project
Polling triggerIn Zapier“Triggers when a new project is created.”
Picks up each project created in McTime and passes it on to the next steps. It is the natural partner of a reporting sheet or a team announcement.
New Time Entry
Polling triggerIn Zapier“Triggers when a new time entry is added.”
Watches the time entries added in McTime and starts the Zap with each new one, for the time entry types and organizations you choose. This is the trigger for any timesheet flow.
McTime actions
McTime gives you 9 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Create Time Entry
ActionIn Zapier“New time entry will be created”
Adds a manual time entry to McTime with a start, an end, an organization and a time entry type, all four required.
2022-01-15T12:00:00+02:00; map them in that shape.Create Organization
ActionIn Zapier“Creates a new Organization”
Creates an organization in McTime under a parent group you select, with its name, type and country.
Find Client
ActionIn Zapier“Find a Client inside your company”
Looks up a client by name, or by part of a name, so the next steps can reuse what it finds.
Find Organization
ActionIn Zapier“Finds an Organization inside your company”
Finds an organization in your McTime company from its name, or part of it, and an organization type, both required.
Find Project
ActionIn Zapier“Find a Project inside your company”
Retrieves a McTime project by its name or a fragment of it, so a later step can use it.
Create Client
ActionIn Zapier“Creates a new Client”
Opens a client record in McTime from data another app carried, with a name, a country and a parent group.
Create Project
ActionIn Zapier“Creates a new Project”
Sets up a project in McTime, placed under the parent group you choose, with its name and country.
Start Clocking
ActionIn Zapier“Starts a new clocking time entry”
Starts a live clocking time entry in McTime for the organization and time entry type you set.
Stop Clocking
ActionIn Zapier“Stops an existing clocking time entry”
Ends an existing clocking time entry in McTime. Only the time zone is required.
When a McTime Zap breaks
Zapier attaches no help article to McTime and no app-specific limit is on record. What breaks comes from required fields and from how Zapier works in general.
Six cases to know before you publish. When one of them hits a live Zap, see our Zapier troubleshooting guide.
Empty organization lists
Clocking Started, New Time Entry, Create Time Entry and Start Clocking require an organization. Check at test that the connected account can see the one you need before you rely on the step.Dates in the wrong shape
Create Time Entry expects both dates as a full date and time with offset. A date mapped in another shape is the first thing to check when the action fails.No backlog
A Zap only reacts to what happens after it is switched on. Clients, projects or time entries created before that are not picked up; moving them is a separate job.Loops
As a general precaution, a Zap that writes where its own trigger watches, such as New Project with Create Project, can set itself off again and burn tasks.Bulk imports held back
If McTime suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold it back.Seen once, used once
On a polling trigger Zapier keeps track of what it has already seen, so the same client or time entry does not start the Zap twice.
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