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Order Time Zapier integrationAutomate Order Time with Zapier.

The Order Time Zapier integration offers 4 triggers, 3 actions and 0 searches. Contacts, customers, leads and tasks that are created or changed in Order Time can start a Zap, and three actions write those same records back from your other tools.

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Overview

What the Order Time Zapier integration does

Order Time is an inventory and order management platform that works alongside your accounting software. Its Zapier integration covers the people side of the app: contacts, customers, leads and tasks. It lets a change in those records start work elsewhere, and lets your other tools create or update them in Order Time without retyping.

Three results come out of it. No lead without a next step: the Lead trigger starts the Zap and Create or Update Task gives someone a follow-up in Order Time. One customer file across tools: when your CRM or a web form produces a new account, Create or Update Customer or Lead writes it into Order Time, so the order desk and accounting work from the same record. Contacts kept in step: Create or Update Contact pushes a contact person in from your mailing tool, and the Contact trigger sends changes made in Order Time back out.

Know the edges before you build. The four triggers are polling triggers: Zapier checks Order Time on a timer, so a change waits for the next check. Each of them reacts to records that are created and also to records that are updated, which matters the moment a Zap also writes into Order Time. The integration offers nothing on orders, items or stock, despite what the app is known for, and no search step, so a Zap cannot look up an existing customer before writing.

For a broader view of the tool, see the Zapier review or the Make vs Zapier comparison.

Vocabulary

Zapier vocabulary in one minute

Eight words carry the rest of this page.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time that trigger event happens.
Trigger
The event that starts the Zap, here a contact, customer, lead or task created or updated in Order Time.
Action
What the Zap does once started: the step that writes, sends or moves something for you, such as a task in Order Time.
Task
Zapier's billing unit: one action your Zap completes successfully. Not to be confused with an Order Time task record.
Polling trigger
A trigger Zapier checks on a timer, asking the app for new items and keeping only what it has not seen. All four here work so.
Instant trigger
A trigger the app reports itself the moment the event happens, with no wait for a check. Order Time has none on Zapier.
Filter
A step that lets the Zap go on only when what arrived meets a condition you set, and stops it otherwise.
Connection
Your Order Time account linked to Zapier once, then reused by every Zap step that works with the app.
Cost

What an Order Time Zap costs

Order Time is not a premium app, so it runs on the free plan. Zapier counts tasks, and only completed actions are tasks.

  • Premium appNo, available on the free plan
  • Free plan100 tasks a month, unlimited Zaps
  • Free plan Zap size2 steps: one trigger, one action
  • Trigger cost0 tasks

The trigger never costs a task, and neither do Zapier's checks for new contacts or leads. Each action that goes through counts once, so a Zap with three actions costs three times what a one-action Zap does. A failed action is not counted. The free plan gives 100 tasks a month and Zaps of two steps only, one trigger and one action. Adding a filter or a second action makes the Zap multi-step, which needs a paid plan.

Connect

Connect your Order Time account

  1. 01

    Go to Apps

    In your Zapier account, open Apps and click + Add connection. You need an Order Time account, and read or write rights on any records you do not own but want the Zap to touch.

  2. 02

    Pick Order Time

    Search for Order Time in the dialog, select it and click Add connection. A new tab opens on the Order Time side, which is where the sign-in itself happens.

  3. 03

    Sign in and grant access

    Log in to Order Time in that tab and allow Zapier to access the account. The connection is saved once, then offered in every Zap step that uses Order Time.

First Zap

Your first Zap: a follow-up task for every new lead

GoalGive every new lead in Order Time a follow-up task, but only for the leads that match your rule.

  1. 01

    Build: choose the trigger

    Create a Zap, pick Order Time as the starting app and Lead as the event, then select the Order Time connection you set up earlier.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent leads of the connected account, so the following steps are mapped on a real record.

  3. 03

    Add the filter

    From the plus icon, add Filter and set the field, the rule and the value. Remember that the Lead trigger also fires on updates, which the filter can help screen out.

  4. 04

    Add the task

    Pick Order Time with Create or Update Task, map the lead's details from the tested record, and decide whether Is Alarmed should be switched on.

  5. 05

    Test and publish

    Test the action and check the task in Order Time. Then publish the Zap to switch it on. The filter makes it multi-step, so it needs a paid plan.

Triggers

Order Time triggers

4 events start a Zap when something happens in Order Time. Zapier checks for them at the interval your plan allows.

1

Contact

Polling trigger

In Zapier“Triggers when a new Contact is created or updated in Order Time.”

Fires on the contact people of your accounts: a new contact in Order Time, or a change to an existing one, starts the Zap and passes the record on.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
to keep your mailing list or address book matched with the contacts the order desk maintains in Order Time.
Watch out
since updates count too, one contact edited several times can start the Zap several times.
2

Customer

Polling trigger

In Zapier“Triggers when a new customer is created or updated in Order Time.”

Watches the customer accounts themselves. Creating a customer in Order Time sets it off, and so does changing one that already exists.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when your CRM or invoicing tool must learn about every new or changed customer account without double entry.
Watch out
never pair it with Create or Update Customer or Lead on the same account, or the Zap loops.
3

Lead

Polling trigger

In Zapier“Triggers when a new customer is created or updated in Order Time.”

Follows the prospects stored in Order Time, before they become customers. A lead added or modified there hands its record to the Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
to give each prospect a follow-up, in Order Time or in your sales tool.
Watch out
Zapier's description of this trigger is the same as the Customer one, so check with a test that it brings back leads before you publish.
4

Task

Polling trigger

In Zapier“Triggers when a new Task is created or updated in Order Time.”

Reacts to the to-dos kept in Order Time: a task created by a colleague, or an existing one being edited, starts the Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
to copy Order Time tasks into the to-do app your team actually uses, or to warn someone in chat.
Watch out
a Zap built on Task that answers with Create or Update Task writes where it watches and keeps setting itself off.
Actions

Order Time actions

Order Time gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create or Update Contact

Action

In Zapier“Creates or updates a OrderTime Contact”

Adds a contact person to Order Time, or refreshes one already there. Two switches matter: Is Active, to keep or retire the contact, and Is Primary, to make it the main contact.

When to use it
your mailing tool or CRM collects a new person at a client company.
Watch out
pairing it with the Contact trigger creates a loop.
2

Create or Update Customer or Lead

Action

In Zapier“Creates or updates a customer”

Writes an account into Order Time, either a customer or a prospect. The Is Lead box decides which: set it to true and the record goes in as a lead. Another box, On Credit Hold, lets you flag an account as blocked on credit.

When to use it
a form or CRM wins a new account and the order desk needs it in Order Time.
3

Create or Update Task

Action

In Zapier“Creates or Updates a Task”

Puts a to-do into Order Time, or changes one that exists. The Is Alarmed option lets the task carry an alarm so it does not slip by.

When to use it
a new lead, a form reply or a deal in another tool should leave someone a concrete follow-up inside Order Time, as in the first Zap above.
When it breaks

When an Order Time Zap breaks

Zapier links no help article to Order Time, so the cases below are the limits that apply to every Zapier app.

Two of them weigh more here than usual, because all four triggers also fire on updates and all three actions write into the same records. If your case is missing, try the Zapier troubleshooting page.

  • The Zap that feeds itself

    Customer then Create or Update Customer or Lead, or Task then Create or Update Task, writes where the trigger watches. The Zap sets itself off again and burns tasks.

  • Old records are not picked up

    A Zap only reacts to what happens after you publish it. Contacts, customers and leads that already existed are not processed; moving them is a separate job.

  • A bulk import gets held back

    After a migration or a bulk import into Order Time, a trigger can return a huge batch at once, and Zapier's flood protection can hold it back.

  • The same record, not twice

    Zapier keeps track of what it already saw on a polling trigger, so the same item does not start the Zap twice from one check.
Need help

Need help automating Order Time with Zapier?

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FAQ

Order Time and Zapier: frequent questions

01Is the Order Time Zapier integration free?
Yes. Order Time is not a premium app, so it works on the free Zapier plan. That plan gives 100 tasks a month and unlimited Zaps, but each Zap is limited to two steps: one trigger and one action. Once you add a filter, for example to keep only some leads, or a second action to also notify someone, the Zap becomes multi-step and needs a paid plan. The Order Time connection works the same way on every plan.
02How many tasks does an Order Time Zap use?
One task per action that completes. The Contact, Customer, Lead and Task triggers cost nothing, however often Zapier checks Order Time. If your Zap runs Create or Update Task once per new lead, each lead costs one task. Remember that these triggers also fire on updates, so an edited record can start the Zap again and cost another task. A failed action is not counted against your plan, so errors do not eat into the allowance.
03Does Order Time trigger Zaps in real time?
No. All four triggers are polling triggers: Zapier checks Order Time at a fixed interval and keeps only what it has not seen. On the free plan that is every 15 minutes, on Professional every 2 minutes, and on Team and Enterprise every minute. The type comes from the app and cannot be changed in the editor. On paid plans you can also run a check by hand from the editor when a record needs to go through without waiting.
04What does it take to connect Order Time to Zapier?
An Order Time account, plus read or write access on any records you do not own but want the Zap to touch. In Zapier, open Apps, click + Add connection, search for Order Time and click Add connection. Sign in to Order Time in the tab that opens and grant access. The connection is then stored and reused by every Zap step that uses Order Time, so the setup is done once per account.
05Why does an Order Time Zap keep running on its own?
Because it is probably writing where its own trigger looks. The triggers fire on created and on updated records, and the three actions create or update those same records. A Zap that starts on Customer and runs Create or Update Customer or Lead touches a customer, which Zapier then sees as a new change, and so on. Use a trigger and an action on different record types, or add a filter that stops the second pass.
06What if the Order Time operation you want does not exist?
Then the Zapier integration cannot do it. It offers 4 triggers on contacts, customers, leads and tasks, 3 create-or-update actions on the same records, and no search. There is nothing on orders, items or stock on Zapier, even though Order Time manages them. Those jobs stay inside Order Time, or need another automation tool that reaches the app in a different way. Check this list before planning a Zap around orders.
07Zapier, Make or n8n for Order Time?
Pick on criteria, not on reputation. On Zapier, Order Time brings 4 polling triggers and 3 actions on contacts, customers, leads and tasks, works on the free plan, and bills one task per completed action. Ask whether those record types cover the job, whether a check every 15 minutes on the free plan is quick enough, and whether you need orders or stock in the flow. Then compare what each other tool offers for this specific app.
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