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.
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.
- automatically do this!Create Client
Creates a client lead on Bonsai
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