Nusii Proposals + Toggl Track

Nusii Proposals + Toggl Track integrations

Create new Toggl Track clients from accepted Nusii Proposals

Streamline your workflow with this powerful integration. When a proposal is accepted in Nusii Proposals, a new client will be instantly created in Toggl Track. This smooth transition not only saves you time but also ensures you keep all your client information organized and aligned between your proposal and time tracking systems. Enhance your productivity and stay on top of your projects effortlessly with this seamless automation.

When this happens...
Proposal AcceptedTriggers when a proposal is accepted.
TriggerInstant
automatically do this!
Create ClientCreates a new client with provided name.
ActionWrite

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More things you can do with Nusii Proposals and Toggl Track

Discover other triggers and actions you can use with Nusii Proposals and Toggl Track

Client Created
Triggers when a client is created.
Trigger
Instant
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Proposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- Title of Proposal
  Required
- Client
- Client Email
- Document Section Title
- Prepared By
- Theme
- Template
Action
Write

- Workspace
  Required
Trigger
Polling
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New Tag
Triggers when a new tag is created.
Trigger
Polling
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- Workspace
- Project
- Task
- Tags
Trigger
Polling
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New Workspace
Triggers when a new workspace is created.
Trigger
Polling
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- 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

Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Charged
Triggers when a proposal is charged.
Trigger
Instant
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Proposal Rejected
Triggers when a proposal is rejected.
Trigger
Instant
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- Email
  Required
- Role
- First Name
  Required
- Surname
- Business Name
- Telephone
- Locale
- Currency
- Street Address
- Postcode
- City
- Country
- State
- Website
- PDF Page Size
- Notes
Action
Write
New Client
Triggers when a new client is created.
Trigger
Polling
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- Workspace
  Required
- Event type
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Polling
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New Time Entry Started
Triggers when a new time entry is started and running.
Trigger
Polling
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- 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 Nusii Proposals

Nusii is an online proposal tool that helps you create, track and manage proposals for your creative business.

HelpHelp

Related categories

Proposal & Invoice Management

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.

HelpHelp

Related categories

Time Tracking Software