Integrations docAnalyzer AI Togile
docAnalyzer AI + Togile

Connect docAnalyzer AI and Togile to Build Intelligent Automations

Choose a Trigger

docAnalyzer AI

When this happens...

Choose an Action

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 docAnalyzer AI

Do thisActions

Action is the task that follows automatically within your docAnalyzer AI integrations.

Find all Documents

Find all Documents

Find all Documents

Chat with a Document

Chat with a Document

Chat with a Document

Find all Labels

Find all Labels

Find all Labels

Label based Document Detailing

Label based Document Detailing

Label based Document Detailing

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.

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Frequently Asked Questions

How do I start an integration between docAnalyzer AI and Togile ?

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

Can we customize how data from docAnalyzer AI is recorded in Togile ?

Absolutely. You can customize how docAnalyzer AI 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 docAnalyzer AI and Togile ?

The data sync between docAnalyzer AI 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 docAnalyzer AI 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 docAnalyzer AI and Togile ?

Yes, you can set conditional logic to control the flow of data between docAnalyzer AI 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.

docAnalyzer AI

About docAnalyzer AI

docAnalyzer AI is an advanced tool designed to analyze and process documents using artificial intelligence. It offers features such as document classification, data extraction, and content analysis, making it an essential tool for businesses and individuals looking to streamline their document management processes.

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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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