Connect Intercorp BAS and Togile to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Intercorp BAS
Choose an Action
Automatically do this!
Create lead
Create Company
Create Contact
Update Lead
Get Products and Services By Name
Create User
Create New Task
Ready to use Intercorp BAS and Togile automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
New Contact
Triggers when a contact is added in Togile and returns the contact details.
Edit Lead
Update an existing lead's details in Togile CRM.
Do thisActions
Action is the task that follows automatically within your Intercorp BAS integrations.
Search Client
Retrieve client records filtered by client code, creation/modified date range, and active status.
Search Profile
Retrieve client profiles.
Create lead
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create Company
Creates a new company in Togile CRM.
Create Contact
Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.
Update Lead
Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.
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Frequently Asked Questions
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).
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.
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.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
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.
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.
Learn MoreAbout 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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