An automated workflow using integromat
Connects QuickBooks Online + Toggl
Add new QuickBooks customers to Toggl as clients
About this workflow template
This automation scenario allows you to connect QuickBooks Online and Toggl
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
QuickBooks Online and Toggl can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in QuickBooks Online
New Event in QuickBooks Online
Triggers when a new event is created.
Then these actions happen in Toggl and Toggl
Get a Customer in QuickBooks Online
Returns info about a customer.
Create a client in Toggl
Creates a new client.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new QuickBooks customers to Toggl as clients.
Part I
Configure Applications
First, we need to connect QuickBooks Online and Toggl to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect QuickBooks Online to Make.com.
Give Make.com access to your QuickBooks Online account, using QuickBooks Online credentials.
Connect Toggl to Make.com.
Give Make.com access to your Toggl account, using Toggl credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for QuickBooks Online
Choose the following trigger: New Event (Triggers when a new event is created.).
Then set up an Action for QuickBooks Online
Choose this action: Get a Customer (Returns info about a customer.).
Then set up another Action for Toggl
Choose this action: Create a client (Creates a new client.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between QuickBooks Online and Toggl.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new QuickBooks customers to Toggl as clients!
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Apps you need
QuickBooks Online alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
