Create a new task in Toggl when a specific new task is created in Clockify

■Overview

When using both Toggl and Clockify for time management, manually entering the same tasks in both tools can be tedious. This double entry not only takes up valuable time but can also lead to missed entries and errors.

With this workflow, simply creating a new task in Clockify automatically creates the task in Toggl, helping you centralize and streamline task management.

■Who Is This Template For?

• Anyone who uses both Toggl and Clockify and wants to eliminate the hassle of entering tasks twice
• Anyone who wants to automatically sync project tasks managed in Clockify with their personal Toggl account
• Project managers who want to eliminate manual data entry across multiple tools and prevent input errors

■Benefits of This Template

• When a task is added to Clockify, a task is automatically created in Toggl, reducing the time previously spent copying information manually.
• Reduce the risk of human errors, such as missed task entries and incorrect project names, for more accurate task management.

■Workflow Steps

1. First, connect Toggl and Clockify to Yoom.
2. Next, select Clockify as the trigger and set the action to “When a new task is created.”
3. Then, configure branching in the operation settings to run subsequent actions under specific conditions.
4. Finally, set the Toggl “Create a task” action in the operation settings and create a task by mapping the information retrieved from Clockify.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes information within the workflow after the trigger runs.

■Customization Options

• In the Clockify trigger settings, enter the ID of the Workspace you want to include in the integration.
• With branching, you can freely customize the conditions for tasks to sync based on information retrieved by the Clockify trigger, such as the project name and task name.
• In the operation that creates a task in Toggl, you can reference values retrieved from the previous Clockify step and freely configure each field of the task to be created.

■Notes

• Connect both Clockify and Toggl to Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in the workflow will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.