Connect Toggl Track and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
New Project
New Tag
New Time Entry
New Time Entry Started
New Workspace
New Task
Choose an Action
Automatically do this!
Create or Update Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create New Folder
Find Or Create Matter
Create Contact
Create Matter
Update Matter
Create Time Entry
Update Company Contact
Create Expense Entry
Create Communication
Find or Create Person Contact
Create Task Template List
List All Communications
List Documents
List Matters
List All Tasks
List All Users
List All Groups
Find Clients for Matter
Create Reminder
Ready to use Toggl Track and Clio automations
Actions and Triggers
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 Toggl Track integrations.
Create a Client
Add a new client to the selected Toggl Track workspace.
Create a Project
Creates a new project in the specified Toggl workspace, optionally linking a client and setting template, privacy, and billable options.
Create a Tag
Add a new tag to the specified Toggl Workspace.
Create a Task
Create a new task in a selected Toggl Track workspace and project with a name and active/done status.
Create a Time Entry
Create a new time entry
Start Time Entry
Start a new time entry
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Frequently Asked Questions
To start, connect both your Toggl Track and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Toggl Track triggers actions in Clio (or vice versa).
Absolutely. You can customize how Toggl Track data is recorded in Clio. This includes choosing which data fields go into which fields of Clio, setting up custom formats, and filtering out unwanted information.
The data sync between Toggl Track and Clio 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 Toggl Track and Clio. 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 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 MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
