Integrations Intercorp BAS Togile
Intercorp BAS + Togile

Connect Intercorp BAS and Togile to Build Intelligent Automations

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Intercorp BAS

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Togile

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.

New Contact

New Contact

Triggers when a contact is added in Togile and returns the contact details.

Edit Lead

Edit Lead

Update an existing lead's details in Togile CRM.

Request a new Trigger for Intercorp BAS

Do thisActions

Action is the task that follows automatically within your Intercorp BAS integrations.

Search Client

Search Client

Retrieve client records filtered by client code, creation/modified date range, and active status.

Search Profile

Search Profile

Retrieve client profiles.

Create lead

Create lead

Create a new lead from contact details with optional email, phone, source, and custom fields.

Create Company

Create Company

Create a new company in Togile CRM.

Create Contact

Create Contact

Create a new contact in Togile using provided first/last name, email, phone and optional company, title, owner, source, and custom fields.

Update Lead

Update Lead

Update an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).

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Frequently Asked Questions

How do I start an integration between Intercorp BAS and Togile ?

To start, connect both your Intercorp BAS and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercorp BAS triggers actions in Togile (or vice versa).

Can we customize how data from Intercorp BAS is recorded in Togile ?

Absolutely. You can customize how Intercorp BAS data is recorded in Togile . This includes choosing which data fields go into which fields of Togile , setting up custom formats, and filtering out unwanted information.

How often does the data sync between Intercorp BAS and Togile ?

The data sync between Intercorp BAS and Togile typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Intercorp BAS to Togile ?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Intercorp BAS and Togile ?

Yes, you can set conditional logic to control the flow of data between Intercorp BAS and Togile . For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Intercorp BAS

About Intercorp BAS

Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.

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Togile

About Togile

Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.

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