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Bonsai + Toggl Track

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

Streamline your workflow between Bonsai and Toggl Track with this seamless integration. Once a proposal gets accepted in Bonsai, a new client is instantly created in Toggl Track. Save time, eliminate redundancies, and keep your client database consistently updated. It's the perfect solution for freelancers and agencies looking to enhance their productivity.

Streamline your workflow between Bonsai and Toggl Track with this seamless integration. Once a proposal gets accepted in Bonsai, a new client is instantly created in Toggl Track. Save time, eliminate redundancies, and keep your client database consistently updated. It's the perfect solution for freelancers and agencies looking to enhance their productivity.

  1. When this happens...
    BonsaiBonsai
    Proposal Accepted

    Triggers when a proposal is accepted by the client.

    TriggerInstant
  2. automatically do this!
    Toggl TrackToggl Track
    Create Client

    Creates a new client with provided name.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Bonsai triggers, actions, and search

    Contract Signed

    Triggers when a contract is signed by your contact (client or contractor).

    Trigger
    Instant
    Try It
  • Bonsai triggers, actions, and search

    Proposal Accepted

    Triggers when a proposal is accepted by the client.

    Trigger
    Instant
    Try It
    • Client NameRequired

    • Client EmailRequired

    • Company Name

    • Website

    • Phone Number

    • Job Title

    • Notes

    Action
    Write
  • Bonsai triggers, actions, and search

    Invoice Viewed

    Triggers when an invoice is viewed by the client.

    Trigger
    Instant
    Try It
  • Bonsai triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by the client.

    Trigger
    Instant
    Try It
    • Project NameRequired

    • CurrencyRequired

    • Client EmailRequired

    • Client Name

    • Company Name

    • Project Description

    • Project Notes

    • Client Website

    • Client Phone Number

    • Client Job Title

    Action
    Write
bonsai logo
bonsai logo

About Bonsai

Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.
Learn moreHelp

Related categories

  • Forms & Surveys

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
toggl-track logo
toggl-track logo

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