How to create a new toggl project from a wordpress form

How to Create a New Toggl Project From a WordPress Form

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Do you want to create a Toggl project form in WordPress?

With WPForms, you can easily make a form on your website that automatically creates a project in Toggl when the form is submitted.

In this article, we’ll show you step-by-step how to integrate Toggl with WordPress.

Create Your Toggl WordPress Form Now

What Is a Toggl Project?

A Toggl project is an area in the Toggl workspace where you can track time and plan projects. You can integrate Toggle with WordPress using Zapier.

Toggl-track page

With Toggl, you can assign each project to a different client so that everything’s organized, then simply click the timer to start tracking time.

For example, a web designer might create a project for a new client website. By splitting the project into tasks, they can accurately track time against each step.

Tracking time in Toggl projects is useful if you want to:

  • Measure project activity in your company or team
  • Create timesheets for your clients
  • Track the time you spend working in tools like GitHub or Basecamp by integrating them with Toggl.

So now that you understand a little more, let’s create a WordPress form to integrate Toggl with your website.

How to Create a Toggl Project from a WordPress Form

In this example, we’re going to create a Volunteer Recruitment Form in WordPress. When a volunteer signs up, we’re going to create a new Toggl project automatically so that we can organize their training and track time.

Before you start, it’s a good idea to set up your organization and clients in Toggl. If you don’t need to assign projects to clients, just use your own name as the client for now.

Step 1: Install the WPForms Plugin

Start by installing the WPForms plugin. If you need help with this step, see this guide on how to install a plugin in WordPress.

The WPForms homepage

In order to connect Toggl to WordPress, you’ll also need the Zapier addon. You can easily install it by going to WPForms » Addons and clicking the Install Addon button.

Installing the Zapier addon

Once you’ve installed and activated WPForms and the Zapier addon on your site, you can move on to the next step.

Step 2: Create Your Toggl WordPress Form

Next, create a new form in WPForms by going to WPForms » Add New.

Adding a new form in WPForms

You can create any kind of form you want here, but for our example, we’ll create a client information form. We’ll use it to collect information about new clients and automatically add them to Toggl.

To speed things up, we’re also going to use the Client Intake Form template.

Selecting the Client Intake Form template

It’s really easy to customize the form. Just drag and drop fields from the left-hand side of the builder to the right-hand preview area.

Customizing the Client Intake Form Template

You can also use the form builder to:

The form we created in this example has a lot of questions. If you want to learn how to split long forms into pages, check out this guide on how to create a multi-step form in WordPress.

Click Save when your form is complete.

Save form

Don’t leave the form builder yet. There’s one more thing you need to do here before you head over to Zapier.

Step 3: Submit a Test Entry to Your Toggl Project Form

Now you need to fill out your form and submit a test entry to it. You’ll use this test entry to set up your Zapier connection, so don’t skip this step!

In the form builder, you can open your form by clicking the Preview button.

Preview your form

Then simply fill out your form and click the Submit button.

Submitting a test entry to a Client Intake form

Great! Now you’re ready to move over to Zapier and start connecting Toggl to WPForms.

Step 4: Connect WPForms to Zapier

Head to Zapier and sign up to the service (if you haven’t already) or log in to your account. Then, open your Zapier dashboard and click Create Zap.

Creating a zap in Zapier

Now search for WPForms and click the icon to select it as your trigger app.

Choosing the WPForms app event in Zapier

Then, choose New Form Entry as the trigger event and click Continue.

Choosing New Form Entry as the trigger event in Zapier

You’ll now need to connect your WPForms account with Zapier. To do this, click on the Sign in button.

Choose your WPForms account to connect to Zapier

A popup will open asking for your site URL and your Zapier API key. You can find your API key in your WordPress admin dashboard.

Head over to your site’s WordPress dashboard and navigate to WPForms » Settings » Integrations. Click the Zapier icon to reveal your key.

Copying the Zapier API key in the WPForms settings

Go ahead and copy the key, then paste it into the Zapier connection window with your site URL, like this:

Allowing Zapier to access WPForms

Click Yes, Continue to close the window.

Now, click on Continue and Zapier will ask you to choose which form from your account you want to use. Click on the dropdown field and select the form you want to connect with Toggl and press Continue again.

Choosing your Client Intake form to connect to Zapier

At this point Zapier will test your connection with WPForms to make sure everything is set up correctly. Click Test trigger to begin.

Testing your Zapier WPForms connection

Zapier will connect to WPForms and pull in the test entry we created in Step 3.

A successful Zapier trigger test for a client intake form

If you’ve done everything right so far, you’ll see a success message and your test entry.

In the next step, we’re going to set up an action for the WPForms trigger we’ve just finished configuring above. Click Continue to proceed.

Step 5: Connect Toggl to Zapier

Zapier will now ask you to add an action for the trigger set up above. Here, Search for Toggl and click the icon.

Choosing Toggl as the action app in Zapier

Now, Zapier will ask what you want to do in Toggl when your WordPress form is submitted. There are lots of awesome things you can do here. For this example, we’ll choose Create Client, then click Continue.

Choosing to create a new client in Toggl via Zapier

Next, Zapier will ask you to sign in to Toggl. Click the Sign in button to begin.

Signing in to Toggle via Zapier

This will open a popup window asking for your Toggl API token, which you can find in your Toggl account’s profile settings. Paste your API token here, then click Yes, Continue.

Adding your Toggl API token in Zapier

When the window closes, click Continue again to move on.

It’s time to tell Zapier what your Toggl project should look like when a user fills out a form. Use the dropdowns and fields to get everything mapped the way you want it.

To create a new client like in our example, all you have to do is select a pre-existing workspace from your Toggl account and the Name field from your form.

Setting up a new client template for Toggl in Zapier

When you’ve customized the action, click on Continue.

Now Zapier will test your Toggl connection just like it did for WPForms. Click on Test action to get started.

Testing your Toggl action in Zapier

If your Zap is set up correctly, then you’ll see a success message. You’ll also have a new client set up in your Toggl account from your test entry.

A success message for a Toggl action test in Zapier

That’s it! All that’s left to do is publish your Zap to make the connection live and embed your form on your website so that users can start filling it out.

Create Your Toggl WordPress Form Now

Next, Use Slack Integrations for WordPress

To make your work even easier, you can integrate lots of WordPress plugins with your Slack for quick access to all important tasks related to your site. See our guide on top slack integrations for WordPress for more information.

Also, if you’re looking for more project management tips, here’s a really neat way to add a Kanban board in WordPress.

Ready to build your Toggl project form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes free customizable templates and offers a 14-day money-back guarantee.

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