Insightly + Toggl Track

Insightly + Toggl Track integrations

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 RecordTriggers when a new record is created.
TriggerInstant
automatically do this!
Create ProjectCreates a new Project.
ActionWrite

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More things you can do with Insightly and Toggl Track

Discover other triggers and actions you can use with Insightly and Toggl Track

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
- Workspace
  Required
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
- Organization
  Required
- Name
  Required
- Users
  Required
- Workspaces
  Required
Action
Write
- Workspace
  Required
- Project name
  Required
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Write
- Workspace
  Required
- Tag Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- Duration
  Required
- Time entry description
- Billable
- Project
- Task
- Tags
- User
Action
Write
- Workspace
  Required
- Start
  Required
- Time entry description
- Billable
- Project
- Task
- Tags
Action
Write
- Workspace
  Required
- Project
  Required
- Name
- Active
- Billable
- Client
- External reference
- Private
- Template
Action
Write
- Workspace
  Required
- User
  Required
- Active
- Labor cost
- Billable rate
- Role
Action
Write
- Workspace
  Required
- Client Name
  Required
- Client Status
Action
Search
- Workspace
  Required
- Tag Name
  Required
Action
Search
- Workspace
  Required
- Start date
  Required
- End date
  Required
- Billable
- Clients
- Description
- Projects
- Grouping
- Sub grouping
Action
Search
- Organization
  Required
Action
Search
- Workspace
  Required
Action
Search
- Workspace
  Required
- Project name
  Required
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Search or write
- Workspace
  Required
- Task Name
  Required
- Task Status
- Project
  Required
Action
Search or write

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- Workspace
  Required
- Event type
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Polling
Try It
New Time Entry Started
Triggers when a new time entry is started and running.
Trigger
Polling
Try It
- Workspace
  Required
- Client Name
  Required
Action
Write
- Organization
  Required
- Emails
  Required
- Skip email
- Workspace
  Required
Action
Write
- Workspace
  Required
- Labor cost
- Manager
- Project
  Required
- Rate
- User
  Required
Action
Write
- Workspace
  Required
- Project
  Required
- Task Name
  Required
- Task Status
Action
Write
- Organization
  Required
- Workspace
  Required
- User
  Required
Action
Write
- Workspace
  Required
- Time entry
  Required
Action
Write
- Workspace
  Required
- Project member
  Required
- Labor cost
- Manager
- Rate
Action
Write
- Workspace
  Required
- Billable
- Clients
- Description
- Start date
  Required
- End date
  Required
- Grouped
- Order by
- Projects
Action
Search
- Workspace
  Required
- Project Name
  Required
Action
Search
- Workspace
  Required
- Task name
  Required
- Task status
Action
Search
- Workspace
- Description
- Before
- After
Action
Search
- Workspace
  Required
- Project filter
- User filter
Action
Search
- Workspace
  Required
- Client Name
  Required
- Client Status
Action
Search or write
- Workspace
  Required
- Tag Name
  Required
Action
Search or write
- Workspace
  Required
- Time entry description
- Before
- After
- Start
  Required
- Duration
  Required
- 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.

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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.

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