Connect Toggl Track to Planfact

Both apps 63Toggl Track 43Planfact 20

• 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.

• Action
  Add account

  Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.

• Action
  Add contragent

  Creates a new contragent (counterparty) in Planfact.

• Action
  Add invoice document

  Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.

• Action
  Add operation category

  Creates a new income, outcome or balance-sheet category (article) in PlanFact.

• Action
  Add operation income

  Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.

• Action
  Add operation outcome

  Creates an outcome (payment / expense) operation in Planfact on the chosen account.

• Action
  Add product

  Creates a new product or service in Planfact with its name, price, currency and VAT.

• Action
  Add project

  Creates a new project in Planfact, optionally in a project group and linked to a budget.

• Action
  Delete contragent

  Deletes a contragent (counterparty) from Planfact.

• Action
  Delete operation

  Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.

• Action
  Get account

  Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.

• Action
  Get contragent

  Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.

• Action
  Get operation

  Returns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts.

• Action
  Get project

  Returns a Planfact project by its ID, including its group, currency and status.

• Action
  List contragents

  Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.

• Action
  List operation categories

  Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.

• Action
  List products

  Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.

• Action
  List projects

  Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.

• Action
  Update contragent

  Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.

• Action
  Update project

  Updates an existing Planfact project's name, comment, status, group, budget or closed flag.

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