--- title: "Connect Agile CRM and Toggl Track - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Create Task\" in Toggl Track." canonical: "https://apiant.ai/connect/agile-crm-to-toggl-track" --- # Connect Agile CRM and Toggl Track When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Create Task** in [Toggl Track](https://apiant.ai/connections/toggl-track), or **New Activity (Any Type)** in Toggl Track to **Add contact to campaign** in Agile CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Agile CRM **10** triggers Agile CRM **63** actions Toggl Track **8** triggers Toggl Track **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Agile CRM and Toggl Track to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Agile CRM and Toggl Track can do together ### From Agile CRM to Toggl Track - When **New contact** in Agile CRM then **Create Task** in Toggl Track - When **New matching contact or company** in Agile CRM then **Add Project Member** in Toggl Track ### From Toggl Track to Agile CRM - When **New Activity (Any Type)** in Toggl Track then **Add contact to campaign** in Agile CRM - When **New Client** in Toggl Track then **Add lead score by email** in Agile CRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Agile CRM and Toggl Track ## Triggers and actions 18 triggers · 98 actions - Trigger **List all tasks** list all tasks, surfacing new ones over time - Trigger **List contacts** list contacts, surfacing new ones over time - Trigger **List deals** list deals/opportunities, surfacing new ones over time - Trigger **List events** list events, surfacing new ones over time - Trigger **List pending tasks** list pending tasks within N days - Trigger **List tickets** list help desk tickets by filter, surfacing new ones - Trigger **List tracks** list deal tracks/pipelines - Trigger **New contact** Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id. - Trigger **New matching contact or company** Triggers when a new contact or company matches your search query. - Trigger **New matching task** Triggers when a new task matches your filter. - Action **Add contact to campaign** enroll a contact into a campaign by email - Action **Add lead score by email** add lead score to a contact by email - Action **Add note by contact email** add a note to a contact by email - Action **Add tags by contact email** add tags to a contact by email - Action **Add tags to contact** add multiple tags to a contact by ID - Action **Add tag to contact** Adds a tag to the specified contact. Spaces in the tag are replaced with underscores. - Action **Add ticket note** add a note to a ticket - Action **Change contact owner** change the owner of a contact - Action **Create company** /contacts (type=company) — create a company record - Action **Create contact** create a full contact record - Action **Create deal** create a deal/opportunity - Action **Create deal by contact email** create a deal for a contact by email - Action **Create deal note** create a note on a deal - Action **Create document** create a document - Action **Create event** create an event - Action **Create new contact (just email)** Creates a new contact using just the email address, then returns the new Contact ID. - Action **Create note** create a note - Action **Create task** create a task - Action **Create task by email** create a task for a contact by email - Action **Create ticket** create a help desk ticket - Action **Delete company** Delete a company. - Action **Delete contact** delete a contact - Action **Delete contact note** delete a contact note - Action **Delete deal** delete a deal - Action **Delete event** delete an event - Action **Delete tags by contact email** remove tags from a contact by email - Action **Delete task** delete a task - Action **Delete ticket** delete a help desk ticket - Action **Find contact** Returns the Contact ID (and contact record) for the given email address. - Action **Get company by ID** Retrieve a company by ID. - Action **Get contact by ID** retrieve a contact by ID - Action **Get contact by phone** look up a contact by phone - Action **Get contact deals** list deals for a contact - Action **Get contact documents** list documents for a contact - Action **Get contact events** list events for a contact - Action **Get contact notes** list notes for a contact - Action **Get contact tasks** list tasks for a contact - Action **Get deal by ID** retrieve a deal by ID - Action **Get deal notes** list notes for a deal - Action **Get deals by pipeline** list deals grouped by pipeline - Action **Get deals from track** list deals filtered by track - Action **Get Deals Grouped by Milestone** Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups. - Action **Get my deals** list deals owned by the current user - Action **Get task by ID** retrieve a task by ID - Action **Get ticket filters** list available ticket filters - Action **Get ticket messages** list notes/messages for a ticket - Action **List companies** list companies - Action **Remove contact from deal** remove a contact from a deal - Action **Remove tag from contact** Removes a tag from the specified contact. Spaces in the tag are replaced with underscores. - Action **Remove tags from contact** remove multiple tags from a contact by ID - Action **Search contact by email** look up a contact by email - Action **Search contact by email (POST)** look up a contact by email - Action **Search contacts by dynamic filter** search contacts by dynamic filter - Action **Update company** /contacts/edit-properties (company) — update company properties - Action **Update contact** Updates the specified contact's first name, last name, and email properties. - Action **Update contact lead score** update a contact's lead score - Action **Update contact property** update contact properties - Action **Update contact star rating** update a contact's star rating - Action **Update deal** partially update a deal - Action **Update deal note** Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive. - Action **Update event** Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive. - Action **Update task** partially update a task - Action **Update track** Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive. - Trigger **New Activity (Any Type)** Triggers when any record in the chosen Toggl Track workspace is created, updated or deleted (time entries, projects, clients, tags, tasks and more). - Trigger **New Client** Triggers when a new client is added to the selected Toggl Track workspace. - Trigger **New Project** Triggers when a new project is created in the selected Toggl Track workspace. - Trigger **New Tag** Triggers when a new tag is created in a Toggl Track workspace. - Trigger **New Task** Triggers when a new task is created in a Toggl Track workspace. - Trigger **New Time Entry** Triggers when a new time entry is added for the connected Toggl Track user. - Trigger **New Time Entry Started** Triggers when a new time entry is started (or otherwise added) for the connected Toggl Track user. - Trigger **New Workspace** Triggers when the connected Toggl Track user gains access to a new workspace. - Action **Add Project Member** Adds a user to a project in a Toggl Track workspace, optionally as project manager with a custom hourly rate or labor cost. - Action **Create Client** Creates a new client in a Toggl Track workspace. - Action **Create Group** Creates a user group in a Toggl Track organization, optionally assigning users and workspaces to it. - Action **Create Project** Creates a new project in a Toggl Track workspace. - Action **Create Tag** Creates a new tag in a Toggl Track workspace. - Action **Create Task** Creates a task in a Toggl Track project. - Action **Create Time Entry** Creates a time entry in a Toggl Track workspace, either completed (with a stop time or duration) or running. - Action **Create User Invitation** Invites one or more people by email to a Toggl Track organization and its workspaces. Returns the created invitations. - Action **Delete Client** Deletes a client from a Toggl Track workspace. - Action **Delete Project** Deletes a project from a Toggl Track workspace, optionally deleting or unassigning its time entries. - Action **Delete Tag** Deletes a tag from a Toggl Track workspace. - Action **Delete Task** Deletes a task from a project in a Toggl Track workspace. - Action **Delete Time Entry** Deletes a time entry from a Toggl Track workspace. - Action **Fetch Groups** Returns the user groups in a Toggl Track organization, with their member users and assigned workspaces, optionally filtered by name or workspace. - Action **Find Client** Finds clients in a Toggl Track workspace whose name contains the given text. - Action **Find Project** Finds projects in a Toggl Track workspace by name, with optional filters such as client, status and billable. - Action **Find Tag** Finds tags in a Toggl Track workspace whose name contains the text you give. - Action **Find Task** Searches a workspace's tasks by name and returns the matching tasks, optionally narrowed to one project or by active state. - Action **Find Time Entries (Detailed Reports)** Searches a workspace's detailed report and returns the time entries that match the given dates and filters. - Action **Find Time Entries (Summary Reports)** Returns a summary report of time entries in a workspace for a date range, grouped (for example by project and user) and filtered by description, projects, clients, tags, tasks or users. - Action **Find Time Entry** Returns a single time entry, looked up by its id, that the connected user can access. - Action **Find User** Finds users in a Toggl Track workspace whose name or email matches the text you supply. - Action **Get Current time entry** Returns the time entry currently running for the connected Toggl Track user, if any. - Action **Get Current User** Returns the profile of the Toggl Track user whose account is connected, optionally with their clients, projects, tasks, tags, workspaces and time entries. - Action **Get Project Members** Returns the members of one or more projects in a Toggl Track workspace, including whether each member is a project manager and their rates. - Action **List of Workspace Users** Returns the users who belong to a Toggl Track workspace, directly or through a group, optionally filtered by name, email or status. - Action **Start Time Entry** Starts a new running time entry in a Toggl Track workspace. - Action **Stop Time Entry** Stops a running time entry in a Toggl Track workspace and returns the stopped entry. - Action **Update Client** Updates the name, notes or external reference of an existing client in a Toggl Track workspace. - Action **Update Project** Updates an existing project in a Toggl Track workspace — its name, client, color, dates, billing and other settings. Only the fields you fill in are changed. - Action **Update Project Member** Updates a user's membership on a Toggl Track project, such as their manager role, hourly rate or labor cost. - Action **Update Tag** Renames an existing tag in a Toggl Track workspace. - Action **Update Task** Updates an existing task in a Toggl Track project, changing its name, assignee, estimate, external reference, or done status. - Action **Update Time Entry** Updates an existing time entry in a Toggl Track workspace. Only the fields you fill in are changed. - Action **Update User** Updates the profile of the connected Toggl Track user, such as full name, email, timezone, default workspace, first day of the week or password. Only the fields you fill in are changed. ## Each app on its own - [ **Agile CRM** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connections/agile-crm) - [ **Toggl Track** Toggl Track provides time tracking and productivity tools to help businesses move away from traditional work...](https://apiant.ai/connections/toggl-track) Reviews ## What our customers say ## More from Agile CRM - [ **Agile CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agile-crm-to-salesforce) - [ **Agile CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/agile-crm-to-mailchimp) - [ **Agile CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/agile-crm-to-stripe) - [ **Agile CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/agile-crm-to-shopify) - [ **Agile CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/agile-crm-to-pipedrive) - [ **Agile CRM to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/agile-crm-to-trello) ## More into Toggl Track - [ **HubSpot to Toggl Track** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-toggl-track) - [ **Salesforce to Toggl Track** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-toggl-track) - [ **Slack to Toggl Track** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-toggl-track) - [ **Google Sheets to Toggl Track** Google Sheets](https://apiant.ai/connect/google-sheets-to-toggl-track) - [ **Gmail to Toggl Track** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-toggl-track) - [ **Google Calendar to Toggl Track** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-toggl-track) Questions ## Agile CRM and Toggl Track, answered ### ### What can start an automation from Agile CRM? Any of Agile CRM's 10 triggers in the catalog, including New contact, New matching contact or company, New matching task and List all tasks. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Toggl Track when something happens in Agile CRM? Any of Toggl Track's 35 actions, including Create Client, Create Group, Create Project and Create Tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Toggl Track to Agile CRM? Yes. When something happens in Toggl Track, your agent can act in Agile CRM too. This page covers both directions: Toggl Track's triggers and Agile CRM's actions are listed here as well. ### ### Do I have to build a connector for Agile CRM or Toggl Track? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Agile CRM and Toggl Track without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.