Connect Copilot and Toggl Track to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create a Client
Create a Project
Create a Tag
Create a Task
Create a Time Entry
Start Time Entry
Stop a Time Entry
Find User By Email
Create Group
Add project member
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New Client
Return clients added to the selected workspace within the specified recent time period.
New Project
Retrieve projects created in the selected workspace within the specified recent time window (in minutes).
New Tag
Retrieve tags in the selected workspace that were created within the last N minutes.
New Time Entry
Retrieve time entries created within the specified recent period, filtered by workspace, project, task, or tag.
New Time Entry Started
Trigger when new time entry is started
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Frequently Asked Questions
To start, connect both your Copilot and Toggl Track accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Toggl Track (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Toggl Track. This includes choosing which data fields go into which fields of Toggl Track, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Toggl Track typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copilot and Toggl Track. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn MoreAbout Toggl Track
Toggl Track is a time tracking tool designed to help individuals and teams measure and manage their work hours effectively. It offers features like time tracking, reporting, and project management across web, desktop, and mobile platforms.
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