Cross-verticalGeneral Productivity

Automate Toggl with Caddi

Built for professional services teams.

Toggl captures where the hours go. Caddi turns those entries into billable invoices, posts them to the right billing and accounting systems, and keeps the time data in sync everywhere it needs to live.

Why automate it

The work around Toggl is where time disappears.

Tracked time only pays off when it flows into billing cleanly. Most Toggl friction sits in the handoffs around it: exporting hours, matching entries to the right client or matter, building invoices, and chasing approvals. Caddi runs those motions deterministically so nobody rekeys time by hand.

How it works

Caddi turns your screenshares into AI automations.

Record yourself doing the Toggl workflow once. Caddi watches the screenshare and builds a verified automation that runs it for you, every time.

Workflows

Loops Caddi runs against Toggl

  • Toggl-to-invoice

    Recommended pattern
    1. Toggl
    2. Quickbooks
    3. Xero

    Caddi pulls billable hours from Toggl each cycle, applies the team's rate and write-off rules, and creates the invoice in QuickBooks or Xero with the supporting time detail attached.

  • Matter-level time rollup

    Recommended pattern
    1. Toggl
    2. Clio
    3. Microsoft Excel

    Caddi rolls up Toggl hours by client and matter, maps them to the right task codes, and writes draft time entries into Clio for billing review.

  • Time review approval flow

    Recommended pattern
    1. Toggl
    2. Slack
    3. Microsoft Outlook

    Caddi posts each manager's review queue to Slack or email, captures approvals, and locks the approved entries in Toggl before they hit a bill.

Where professional services teams use it

Caddi + Toggl, in practice

  • Inbound triage

    Watch Toggl for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Toggl in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Toggl alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Toggl update — by email, Slack, or Teams — and capture approvals back into the originating record.

FAQ

Questions about automating Toggl

Does Caddi have a real Toggl integration?

Yes. Caddi runs verified code against Toggl's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Toggl is reviewed before it runs in production.

Do I need engineering help to automate Toggl with Caddi?

No. You demonstrate the workflow once — clicking through Toggl the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Toggl data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Toggl with no model in the loop.

Can Caddi connect Toggl to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Toggl, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside Toggl

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See it on your stack

Ready to automate Toggl?

Drop your work email and we'll show you Caddi running end-to-end against Toggl and the rest of your stack.