Connect Doubletick and Togile
Integrate Doubletick with Togile to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Message in Doubletick when New Lead in Togile
Send WhatsApp Media Message in Doubletick when New Lead in Togile
Send WhatsApp Template Message in Doubletick when New Lead in Togile
Create a new group in Doubletick when New Lead in Togile
Add a member to a group in Doubletick when New Lead in Togile
Popular Doubletick + Togile flows
Start from a real workflow other teams are already running.
Choose a trigger
Doubletick
When this happens...
- Request a new Trigger for Doubletick
Choose an action
Togile
Automatically do this!
Create Lead
Create Company
Create Contact
Update Deal
Update Lead
Get All Products and Services
Create User
Create New Task
Get Deal Pipelines
Get Lead Pipelines
Send WhatsApp Message in Doubletick when New Lead in Togile
Use this flowSend WhatsApp Media Message in Doubletick when New Lead in Togile
Use this flowSend WhatsApp Template Message in Doubletick when New Lead in Togile
Use this flowCreate a new group in Doubletick when New Lead in Togile
Use this flowAdd a member to a group in Doubletick when New Lead in Togile
Use this flowDelete a group in Doubletick when New Lead in Togile
Use this flowGet Customer Details in Doubletick when New Lead in Togile
Use this flowAdd Tag to a Customer in Doubletick when New Lead in Togile
Use this flowDelete a Template in Doubletick when New Lead in Togile
Use this flowAssign team member to chat in Doubletick when New Lead in Togile
Use this flowSupported Triggers & Actions
Everything you can automate between Doubletick and Togile .
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 Doubletick integrations.
Send WhatsApp Message
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Send a pre-approved whatsapp message template to a contact
Create a new group
Create a new group by group name
Add a member to a group
Add a new member to a group
Delete a group
Delete an existing group by group ID
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
Learn moreSimilar apps
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Doubletick and Togile accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Doubletick and Togile as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Togile . No coding required.
Yes. You can set up a workflow where Doubletick triggers actions in Togile , and a separate workflow where Togile triggers actions in Doubletick. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Doubletick and Togile . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Doubletick and Togile integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
