Plumsail Documents + Toggl Integrations

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Scheduled
Try It
- WorkspaceRequired
Trigger
Scheduled
Try It
- Workspace
- Task
  Only trigger on new Time Entries for this Task. Requires a Workspace set above.
- Tags
  Only trigger on new Time Entries with these Tags.
Trigger
Scheduled
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Scheduled
Try It

- WorkspaceRequired
- Client
- NameRequired
  Name of project to create
- Template
  Template to use in this project.
- Is Project Private?
  If "no", you will be granting all workspace users access to this project.
- Is Project Billable?
  Is this project billable?
Action
Write
- WorkspaceRequired
- ProjectRequired
- NameRequired
  Name of task to create
- Is Active?Required
  If "no", the task is marked as "Done" in Toggl.
Action
Write

- WorkspaceRequired
- Project
  Select a project to assign this time entry to
- Task
  Select a task to assign this time entry to
- Stop
  Optionally, when should this time entry stop?
- Billable
  Is this time entry billable?
- Description
- Created WithRequired
  Tell us which app created this time entry. Not visible in Toggl.
Action
Write
- Client NameRequired
  Client name to search for
Action
Search
- WorkspaceRequired
- Tag NameRequired
  Tag name to search for
Action
Search
- Workspace
  Workspace to filter by.
- Time Entry Description
  Time entry description to search for.
- Time Entry Started After
  Only consider time entries that started after this time (inclusive).
- Time Entry Started Before
  Only consider time entries that started before this time (inclusive).
Action
Search
- WorkspaceRequired
- Project NameRequired
  Name of project to create
- Include Archived Projects?
- Client
- Template
  Template to use in this project.
- Is Project Private?
  If "no", you will be granting all workspace users access to this project.
- Is Project Billable?
  Is this project billable?
Action
Search or write
- WorkspaceRequired
- Task NameRequired
  Name of task to create
- Include Done Tasks?
- ProjectRequired
- Is Active?Required
  If "no", the task is marked as "Done" in Toggl.
Action
Search or write

- Process NameRequired
Action
Write
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
Trigger
Scheduled
Try It
New Time Entry Started
Triggers when a new time entry is started and running.
Trigger
Scheduled
Try It
- WorkspaceRequired
- Client NameRequired
  Name of client to create
Action
Write
- WorkspaceRequired
- NameRequired
  Name of tag to create
Action
Write
- WorkspaceRequired
- Project
  Select a project to assign this time entry to
- Task
  Select a task to assign this time entry to
- DurationRequired
  Must be in seconds.
- StartRequired
  When did this time entry start?
- Stop
  Optionally, when did this time entry stop?
- Billable
  Is this time entry billable?
- Description
- Created WithRequired
  Tell us which app created this time entry. Not visible in Toggl.
Action
Write
- Time EntryRequired
Action
Write
- WorkspaceRequired
- Project NameRequired
  Project name to search for
- Include Archived Projects?
Action
Search
- WorkspaceRequired
- Task NameRequired
  Task name to search for
- Include Done Tasks?
Action
Search
- Client NameRequired
  Name of client to create
- WorkspaceRequired
Action
Search or write
- WorkspaceRequired
- Tag NameRequired
  Name of tag to create
Action
Search or write
- WorkspaceRequired
  Workspace to filter by.
- Time Entry Description
  Time entry description to search for.
- Time Entry Started After
  Only consider time entries that started after this time (inclusive).
- Time Entry Started Before
  Only consider time entries that started before this time (inclusive).
- Project
  Select a project to assign this time entry to
- Task
  Select a task to assign this time entry to
- DurationRequired
  Must be in seconds.
- StartRequired
  When did this time entry start?
- Stop
  Optionally, when did this time entry stop?
- Billable
  Is this time entry billable?
- Description
- Created WithRequired
  Tell us which app created this time entry. Not visible in Toggl.
Action
Search or write

How to connect Plumsail Documents + Toggl

Step 1: Authenticate Plumsail Documents and Toggl.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Plumsail Documents + Toggl

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

About Toggl

One of the simplest ways to keep track of your time.

Learn more

Related categories

Time Tracking Software

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Plumsail Documents + Toggl Integrations

Connect your apps and automate workflows

Process Finished

New Client

New Tag

WorkspaceRequired

New Time Entry

Workspace

Task

Tags

New Workspace

Create Project

WorkspaceRequired

Client

NameRequired

Template

Is Project Private?

Is Project Billable?

Create Task

WorkspaceRequired

ProjectRequired

NameRequired

Is Active?Required

Start Time Entry

WorkspaceRequired

Project

Task

Stop

Billable

Description

Created WithRequired

Find Client

Client NameRequired

Find Tag

WorkspaceRequired

Tag NameRequired

Find Time Entry

Workspace

Time Entry Description

Time Entry Started After

Time Entry Started Before

Find or Create Project

WorkspaceRequired

Project NameRequired

Include Archived Projects?

Client

Template

Is Project Private?

Is Project Billable?

Find or Create Task

WorkspaceRequired

Task NameRequired

Include Done Tasks?

ProjectRequired

Is Active?Required

Start Process

Process NameRequired

New Project

WorkspaceRequired

New Task

WorkspaceRequired

New Time Entry Started

Create Client

WorkspaceRequired

Client NameRequired

Create Tag

WorkspaceRequired

NameRequired

Create Time Entry

WorkspaceRequired

Project

Task

DurationRequired

StartRequired

Stop

Billable

Description

Created WithRequired

Stop Time Entry

Time EntryRequired