Bonsai + Toggl Track

Bonsai + Toggl Track integrations

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 ClientTriggers when a new client is created.
TriggerPolling
automatically do this!
Create ClientCreates a client lead on Bonsai
ActionWrite

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More things you can do with Toggl Track and Bonsai

Discover other triggers and actions you can use with Toggl Track and Bonsai

New Client
Triggers when a new client is created.
Trigger
Polling
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- Workspace
  Required
- Event type
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Polling
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New Time Entry Started
Triggers when a new time entry is started and running.
Trigger
Polling
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- Workspace
  Required
- Client Name
  Required
Action
Write

- Organization
  Required
- Emails
  Required
- Skip email
- Workspace
  Required
Action
Write
- Workspace
  Required
- Labor cost
- Manager
- Project
  Required
- Rate
- User
  Required
Action
Write

- Workspace
  Required
- Project
  Required
- Task Name
  Required
- Task Status
Action
Write
- Organization
  Required
- Workspace
  Required
- User
  Required
Action
Write
- Workspace
  Required
- Time entry
  Required
Action
Write
- Workspace
  Required
- Project member
  Required
- Labor cost
- Manager
- Rate
Action
Write
- Workspace
  Required
- Billable
- Clients
- Description
- Start date
  Required
- End date
  Required
- Grouped
- Order by
- Projects
Action
Search
- Workspace
  Required
- Project Name
  Required
Action
Search
- Workspace
  Required
- Task name
  Required
- Task status
Action
Search
- Workspace
- Description
- Before
- After
Action
Search
- Workspace
  Required
- Project filter
- User filter
Action
Search
- Workspace
  Required
- Client Name
  Required
- Client Status
Action
Search or write
- Workspace
  Required
- Tag Name
  Required
Action
Search or write
- Workspace
  Required
- Time entry description
- Before
- After
- Start
  Required
- Duration
  Required
- Billable
- Project
- Task
- Tags
- User
Action
Search or write
Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
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Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
Try It
- Deal Title
  Required
- Client Email
  Required
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task Title
  Required
- 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

- Workspace
  Required
Trigger
Polling
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New Tag
Triggers when a new tag is created.
Trigger
Polling
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- Workspace
- Project
- Task
- Tags
Trigger
Polling
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New Workspace
Triggers when a new workspace is created.
Trigger
Polling
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- Organization
  Required
- Name
  Required
- Users
  Required
- Workspaces
  Required
Action
Write
- Workspace
  Required
- Project name
  Required
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Write
- Workspace
  Required
- Tag Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- Duration
  Required
- Time entry description
- Billable
- Project
- Task
- Tags
- User
Action
Write
- Workspace
  Required
- Start
  Required
- Time entry description
- Billable
- Project
- Task
- Tags
Action
Write
- Workspace
  Required
- Project
  Required
- Name
- Active
- Billable
- Client
- External reference
- Private
- Template
Action
Write
- Workspace
  Required
- User
  Required
- Active
- Labor cost
- Billable rate
- Role
Action
Write
- Workspace
  Required
- Client Name
  Required
- Client Status
Action
Search
- Workspace
  Required
- Tag Name
  Required
Action
Search
- Workspace
  Required
- Start date
  Required
- End date
  Required
- Billable
- Clients
- Description
- Projects
- Grouping
- Sub grouping
Action
Search
- Organization
  Required
Action
Search
- Workspace
  Required
Action
Search
- Workspace
  Required
- Project name
  Required
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Search or write
- Workspace
  Required
- Task Name
  Required
- Task Status
- Project
  Required
Action
Search or write
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Deal Updated
Triggers when a deal is updated in Bonsai.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
Try It
- Client Name
  Required
- Client Email
  Required
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project Name
  Required
- Currency
  Required
- Client Email
  Required
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write
- Project ID
  Required
- Task Template Name
  Required
- 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 moreLearn moreHelpHelp

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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.

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

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