--- title: "Connect Pipeliner Crm and Toggl Track - APIANT.ai" description: "When \"New account\" fires in Pipeliner Crm, your agent runs \"Create Task\" in Toggl Track." canonical: "https://apiant.ai/connect/pipeliner-crm-to-toggl-track" --- # Connect Pipeliner Crm and Toggl Track When **New account** fires in [Pipeliner Crm](https://apiant.ai/connections/pipeliner-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** in Pipeliner Crm. Describe the whole flow and it is built, tested on every scenario and kept running. Pipeliner Crm **4** triggers Pipeliner Crm **29** 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 Pipeliner 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 Pipeliner Crm and Toggl Track can do together ### From Pipeliner Crm to Toggl Track - When **New account** in Pipeliner Crm then **Create Task** in Toggl Track - When **New contact** in Pipeliner Crm then **Add Project Member** in Toggl Track ### From Toggl Track to Pipeliner Crm - When **New Activity (Any Type)** in Toggl Track then **Add contact** in Pipeliner Crm - When **New Client** in Toggl Track then **Add lead** in Pipeliner 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 Pipeliner Crm and Toggl Track ## Triggers and actions 12 triggers · 64 actions - Trigger **New account** Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity. - Trigger **New contact** Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity. - Trigger **New lead** Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity. - Trigger **New opportunity** Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity. - Action **Add account** Adds a new account - Action **Add appointment** Create an Appointment record. - Action **Add contact** Create a Contact record. - Action **Add lead** Adds a new lead - Action **Add opportunity** Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space. - Action **Add product** Adds a new product - Action **Add task** Create a Task (Activity) record. - Action **Delete account** Deletes an account in Pipeliner CRM by its ID. - Action **Delete contact** Deletes a contact in Pipeliner CRM by its ID. - Action **Delete lead** Deletes a lead from Pipeliner CRM by its ID. - Action **Delete opportunity** Deletes an opportunity in Pipeliner CRM by its ID. - Action **Find contacts** Returns up to 100 contacts whose chosen field matches the specified value. - Action **Find opportunities** Returns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag). - Action **Get account** Returns a single Pipeliner CRM account by its id, including custom field values. - Action **Get contact** Retrieve a single Contact by id. - Action **Get lead** Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields. - Action **Get opportunity** Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account. - Action **List accounts** List/search Account records. - Action **List appointments** List Appointment records. - Action **List contacts** Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted. - Action **List leads** Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads. - Action **List opportunities** Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded. - Action **List products** Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU. - Action **List tasks** List Task (Activity) records. - Action **Update account** Updates an existing account by ID, including any custom account fields. - Action **Update contact** Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed. - Action **Update lead** Updates an existing lead by ID - Action **Update opportunity** Updates an existing opportunity by ID - Action **Update task** Updates an existing task by ID - 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 - [ **Pipeliner Crm** Visual sales pipeline CRM for managing deals, contacts, and sales workflow automation.](https://apiant.ai/connections/pipeliner-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 Pipeliner Crm - [ **Pipeliner Crm to Ipbase** REST API for IP geolocation, ASN lookup, and reverse-IP domain lookup, including bot and proxy threat...](https://apiant.ai/connect/pipeliner-crm-to-ipbase) - [ **Pipeliner Crm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipeliner-crm-to-salesforce) - [ **Pipeliner Crm to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/pipeliner-crm-to-mailchimp) - [ **Pipeliner Crm to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pipeliner-crm-to-stripe) - [ **Pipeliner Crm to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipeliner-crm-to-shopify) - [ **Pipeliner Crm to ActiveCampaign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/pipeliner-crm-to-activecampaign) ## 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 ## Pipeliner Crm and Toggl Track, answered ### ### What can start an automation from Pipeliner Crm? Any of Pipeliner Crm's 4 triggers in the catalog, including New account, New contact, New lead and New opportunity. 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 Pipeliner 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 Pipeliner Crm? Yes. When something happens in Toggl Track, your agent can act in Pipeliner Crm too. This page covers both directions: Toggl Track's triggers and Pipeliner Crm's actions are listed here as well. ### ### Do I have to build a connector for Pipeliner 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 Pipeliner 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.