Insightly + Toggl Track

Create new Toggl Track projects from new Insightly records

Streamline your project management with this workflow between Insightly and Toggl Track. Every time fresh data is added in Insightly, a corresponding project is promptly initiated in Toggl Track. This process ensures your project-tracking remains up-to-date with your CRM, allowing you to focus on higher-priority responsibilities and save time.

When this happens...
New Record
Triggers when a new record is created.
TriggerInstant
automatically do this!
Create Project
Creates a new Project.
ActionWrite

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Supported triggers and actions

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search
- WorkspaceRequired
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
- OrganizationRequired
- NameRequired
- UsersRequired
- WorkspacesRequired
Action
Write
- WorkspaceRequired
- Project nameRequired
- Project template
- Is Project private?
- Is Project billable?
- Project Client
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
- ProjectRequired
- Name
- Active
- Billable
- Client
- External reference
- Private
- Template
Action
Write
- WorkspaceRequired
- UserRequired
- Active
- Labor cost
- Billable rate
- Role
Action
Write
- WorkspaceRequired
- Client NameRequired
- Client Status
Action
Search
- WorkspaceRequired
- Tag NameRequired
Action
Search
- WorkspaceRequired
- Start dateRequired
- End dateRequired
- Billable
- Clients
- Description
- Projects
- Grouping
- Sub grouping
Action
Search
- OrganizationRequired
Action
Search
- WorkspaceRequired
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

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- WorkspaceRequired
- Event typeRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Polling
Try It
New Time Entry Started
Triggers when a new time entry is started and running.
Trigger
Polling
Try It
- WorkspaceRequired
- Client NameRequired
Action
Write
- OrganizationRequired
- EmailsRequired
- Skip email
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Labor cost
- Manager
- ProjectRequired
- Rate
- UserRequired
Action
Write
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
- Task Status
Action
Write
- OrganizationRequired
- WorkspaceRequired
- UserRequired
Action
Write
- WorkspaceRequired
- Time entryRequired
Action
Write
- WorkspaceRequired
- Project memberRequired
- Labor cost
- Manager
- Rate
Action
Write
- WorkspaceRequired
- Billable
- Clients
- Description
- Start dateRequired
- End dateRequired
- Grouped
- Order by
- Projects
Action
Search
- WorkspaceRequired
- Project NameRequired
Action
Search
- WorkspaceRequired
- Task nameRequired
- Task status
Action
Search
- Workspace
- Description
- Before
- After
Action
Search
- WorkspaceRequired
- Project filter
- User filter
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 Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn more

Related categories

CRM (Customer Relationship Management)

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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.

Related categories

Time Tracking Software

Insightly + Toggl Track

Create new Toggl Track projects from new Insightly records

Deleted Record

Updated Field on Record

Create Record

Find Record

New Project

New Tag

New Time Entry

New Workspace

Create Group

Create Project

Create Tag

Create Time Entry

Start Time Entry

Update Project

Update User

Find Client

Find Tag

Find Time Entries (Summary Reports)

Fetch Groups

List of Workspace Users

Find or create a new Project

Find or Create Task

New Record

Updated Record

Update Record

New Client

New Activity (Any Type)

New Task

New Time Entry Started

Create Client

Create User Invitation

Add Project Member

Create Task

Find User

Stop Time Entry

Update Project Member

Find Time Entries (Detailed Reports)

Find Project

Find Task

Find Time Entry

Get Project Members

Find or Create Client

Find or Create a new Tag

Finds or creates a specific Time Entry.

About Insightly

Related categories

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Zapier Interfaces

About Toggl Track

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