--- title: "Connect Method CRM and Toggl Track - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Create Task\" in Toggl Track." canonical: "https://apiant.ai/connect/method-crm-to-toggl-track" --- # Connect Method CRM and Toggl Track When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-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 Activity** in Method CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** 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 Method 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 Method CRM and Toggl Track can do together ### From Method CRM to Toggl Track - When **New Activity** in Method CRM then **Create Task** in Toggl Track - When **New Contact** in Method CRM then **Add Project Member** in Toggl Track ### From Toggl Track to Method CRM - When **New Activity (Any Type)** in Toggl Track then **Add Activity** in Method CRM - When **New Client** in Toggl Track then **Add Contact to Existing Entity** in Method 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 Method CRM and Toggl Track ## Triggers and actions 14 triggers · 49 actions - Trigger **New Activity** Triggers when a new activity is added in Method CRM. - Trigger **New Contact** Triggers when a new contact is added in Method CRM. - Trigger **New Customer or Customer Lead (QuickBooks Only)** Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account. - Trigger **New Customer/Vendor or Customer/Vendor Lead (Xero Only)** Triggers when a new customer/vendor or customer/vendor lead is added in a Xero-synced Method account. - Trigger **New Opportunity** Triggers when a new opportunity is created in Method CRM. - Trigger **New Vendor** Triggers when a new vendor is added in Method CRM. - Action **Add Activity** Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields). - Action **Add Contact to Existing Entity** Creates a contact in Method CRM linked to an existing customer, vendor or lead. - Action **Add Customer or Customer Lead (QuickBooks Only)** Creates a customer or customer lead in a QuickBooks-synced Method CRM account. - Action **Add Customer/Vendor or Customer/Vendor Lead (Xero Only)** Creates a customer/vendor or customer/vendor lead in a Method CRM account synced with Xero. - Action **Add Generic Entry** Creates a new record (entry) in any Method CRM table, using the field values you supply, and returns the new record's id. - Action **Add Opportunity** Creates a new opportunity in your Method CRM account. - Action **Delete record** Deletes a record from a Method CRM table, such as a contact, customer or activity. - Action **Find Contact** Finds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts. - Action **Find Customer or Customer Lead (QuickBooks Only)** Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records. - Action **Find Customer/Vendor or Customer/Vendor Lead (Xero Only)** Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account. - Action **Find records by criteria** Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches. - Action **Find Vendor** Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches. - Action **Get record** Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID. - Action **Update record** Updates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice. - 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 - [ **Method CRM** Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.](https://apiant.ai/connections/method-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 Method CRM - [ **Method CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/method-crm-to-salesforce) - [ **Method CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/method-crm-to-slack) - [ **Method CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/method-crm-to-stripe) - [ **Method CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/method-crm-to-shopify) - [ **Method CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/method-crm-to-quickbooks-online) - [ **Method CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/method-crm-to-pipedrive) ## 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 ## Method CRM and Toggl Track, answered ### ### What can start an automation from Method CRM? Any of Method CRM's 6 triggers in the catalog, including New Activity, New Contact, New Customer or Customer Lead (QuickBooks Only) and New Customer/Vendor or Customer/Vendor Lead (Xero Only). 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 Method 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 Method CRM? Yes. When something happens in Toggl Track, your agent can act in Method CRM too. This page covers both directions: Toggl Track's triggers and Method CRM's actions are listed here as well. ### ### Do I have to build a connector for Method 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 Method 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.