
When this happens...
Comment Created
Task Created
Task Updated

Automatically do this!
Create lead
Create Company
Create Contact
Update Lead
Find Product and Service
Create User
Create New Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a comment is created.
Trigger when task is created.
Trigger when task is created or updated.
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
Triggers when a contact is added in Togile and returns the contact details.
Update an existing lead's details in Togile CRM.
Action is the task that follows automatically within your BugHerd integrations.
Create a project in BugHerd.
Add a member to a project.
Add an existing guest to a project, or invite someone by email address.
Update settings for an existing project under your control
Delete a project and all associated data.
Add a new task in a project.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your BugHerd and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in BugHerd triggers actions in Togile (or vice versa).
Absolutely. You can customize how BugHerd 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 BugHerd 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 BugHerd 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.
BugHerd is a simple yet powerful web-based bug tracking tool that acts like a sticky note on your website. It allows teams to easily manage feedback and track issues directly on web pages.
Learn MoreTogile 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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