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.

When this happens...
Proposal Accepted
Triggers when a proposal is accepted by the client.
TriggerInstant
automatically do this!
Create Client
Creates a new client with provided name.
ActionWrite

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Supported triggers and actions

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
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- 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
- 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
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- 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 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
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
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- 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
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

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 Bonsai clients from new Toggl Track clients

Related Zap Templates

Create new Bonsai clients from new Toggl Track clients

Bonsai + Toggl Track

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

Contract Signed

Deal Updated

Invoice Paid

Event Scheduled

Proposal Viewed

Create Client

Create Project

Create Tasks From Template

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 Viewed

Form Submitted

Invoice Viewed

Proposal Accepted

Task Updated

Create Deal

Create Task

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.

About Bonsai

Related categories

Similar apps

Zapier Interfaces

About Toggl Track

Related categories

Related Zap Templates

Related Zap Templates