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.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by the client.
- automatically do this!Create Client
Creates a new client with provided name.
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Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try ItClient NameRequired
Client EmailRequired
Company Name
Website
Phone Number
Job Title
Notes
Contract Viewed
Triggers when a contract is viewed.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Viewed
Triggers when a proposal is viewed by the client.
Try ItProject NameRequired
CurrencyRequired
Client EmailRequired
Client Name
Company Name
Project Description
Project Notes
Client Website
Client Phone Number
Client Job Title