Bonsai + Toggl Track

Create new Bonsai clients from new Toggl Track clients

Keep your client information up-to-date across all your platforms with this efficient workflow. When a new client is added in your Toggl Track, their details will immediately be sent to your Bonsai app, creating a new client there as well. This means you have more time to focus on delivering quality service, rather than juggling between apps for data management.

When this happens...
New Client
Triggers when a new client is created.
TriggerPolling
automatically do this!
Create Client
Creates a client lead on Bonsai
ActionWrite

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Supported triggers and actions

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Tag
Triggers when a new tag is created.
Trigger
Polling
Try It
- Workspace
- Project
- Task
- Tags
Trigger
Polling
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
- WorkspaceRequired
- Project nameRequired
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Write

- WorkspaceRequired
- ProjectRequired
- Task NameRequired
- Task Status
Action
Write
- OrganizationRequired
- WorkspaceRequired
- UserRequired
Action
Write

- WorkspaceRequired
- Time entryRequired
Action
Write
- WorkspaceRequired
- Project NameRequired
Action
Search
- WorkspaceRequired
- Task nameRequired
- Task status
Action
Search
- WorkspaceRequired
- Client NameRequired
- Client Status
Action
Search or write
- WorkspaceRequired
- Tag NameRequired
Action
Search or write
- WorkspaceRequired
- Time entry description
- Before
- After
- StartRequired
- DurationRequired
- Billable
- Project
- Task
- Tags
- User
Action
Search or write
Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
Try It
Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
Try It
Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
Try It
Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
Try It
- Deal TitleRequired
- Client EmailRequired
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task TitleRequired
- Task Description
- Project ID
- Creator Email
- Assignee Email
- Status
- Task List Name
- Priority
- Start Date
- Due Date
- Estimate in minutes
- Billing
- Service Name
- Tags
- Repeats Frequency
- Repeats frequency Weekly Day
- Repeats frequency Monthly Day
Action
Write

- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
New Time Entry Started
Triggers when a new time entry is started and running.
Trigger
Polling
Try It
- WorkspaceRequired
- Client NameRequired
Action
Write
- WorkspaceRequired
- Tag NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- DurationRequired
- Time entry description
- Billable
- Project
- Task
- Tags
- User
Action
Write
- WorkspaceRequired
- StartRequired
- Time entry description
- Billable
- Project
- Task
- Tags
Action
Write
- WorkspaceRequired
- Client NameRequired
- Client Status
Action
Search
- WorkspaceRequired
- Tag NameRequired
Action
Search
- Workspace
- Description
- Before
- After
Action
Search
- WorkspaceRequired
- Project nameRequired
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Search or write
- WorkspaceRequired
- Task NameRequired
- Task Status
- ProjectRequired
Action
Search or write
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated in Bonsai.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
Try It
- Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write
- Project IDRequired
- Task Template NameRequired
- Task List Name
Action
Write

About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.

Learn more

Related categories

Project Management

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Toggl Track

Toggl Track provides time tracking and productivity tools to help businesses move away from traditional work models towards flexible and remote work.

Related categories

Time Tracking Software

Related Zap Templates

Create new clients in Toggl Track when proposals are accepted in Bonsai

Related Zap Templates

Create new clients in Toggl Track when proposals are accepted in Bonsai

Bonsai + Toggl Track

Create new Bonsai clients from new Toggl Track clients

New Client

New Tag

New Time Entry

New Workspace

Create Project

Create Task

Find User

Stop Time Entry

Find Project

Find Task

Find or Create Client

Find or Create a new Tag

Finds or creates a specific Time Entry.

Contract Viewed

Form Submitted

Invoice Viewed

Proposal Accepted

Task Updated

Create Deal

Create Task

New Project

New Task

New Time Entry Started

Create Client

Create Tag

Create Time Entry

Start Time Entry

Find Client

Find Tag

Find Time Entry

Find or create a new Project

Find or Create Task

Contract Signed

Deal Updated

Invoice Paid

Event Scheduled

Proposal Viewed

Create Client

Create Project

Create Tasks From Template

About Bonsai

Related categories

Similar apps

Zapier Interfaces

About Toggl Track

Related categories

Related Zap Templates

Related Zap Templates