Connect ERP Docs and Toggl Track
Integrate ERP Docs with Toggl Track to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Bulk Send Rows from ERP Docs when New Client in Toggl-track
Get Documents from ERP Docs when New Client in Toggl-track
Download Signed Document from ERP Docs when New Client in Toggl-track
Get Workspaces from ERP Docs when New Client in Toggl-track
Delete Brand Profile in ERP Docs when New Client in Toggl-track
Popular ERP Docs + Toggl Track flows
Start from a real workflow other teams are already running.
Choose a trigger
ERP Docs
When this happens...
- Request a new Trigger for ERP Docs
Choose an action
Toggl Track
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
Get Bulk Send Rows from ERP Docs when New Client in Toggl-track
Use this flowGet Documents from ERP Docs when New Client in Toggl-track
Use this flowDownload Signed Document from ERP Docs when New Client in Toggl-track
Use this flowGet Workspaces from ERP Docs when New Client in Toggl-track
Use this flowDelete Brand Profile in ERP Docs when New Client in Toggl-track
Use this flowGet Brand Profiles from ERP Docs when New Client in Toggl-track
Use this flowUpdate Brand Profile in ERP Docs when New Client in Toggl-track
Use this flowCreate Brand Profile in ERP Docs when New Client in Toggl-track
Use this flowGet Templates from ERP Docs when New Project in Toggl Track
Use this flowCreate Document from Template in ERP Docs when New Project in Toggl Track
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Toggl Track.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Workspace
Trigger when new workspace is created.
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
Get Templates
Get all templates or a specific template by selecting mode and optional template ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Get Bulk Send Batch
Get processing status and counts for a bulk send batch by batch ID.
Get Bulk Send Rows
Retrieve rows for a bulk send batch by batch_id, filter by status, and paginate with limit and offset.
Get Documents
Retrieve a document by ID or a paginated list (newest first); optionally filter by status, limit, and offset.
Download Signed Document
Retrieve a time-limited download URL and SHA-256 integrity metadata for a completed signed PDF by signpack ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn moreSimilar apps
About 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Toggl Track accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ERP Docs and Toggl Track as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Toggl Track. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Toggl Track, and a separate workflow where Toggl Track triggers actions in ERP Docs. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ERP Docs and Toggl Track. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Toggl Track integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
