Connect Fellow and Togile to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Fellow
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 Fellow 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 Fellow integrations.
List Action Items
Show meeting action items
Mark Action Item Complete
Mark or unmark an action item
Archive Action Item
Archive an action item
List Meeting Recordings
Find meeting recordings
Retrieve Recording
Get a meeting recording
List Meeting Notes
Get meeting notes and actions
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Frequently Asked Questions
To start, connect both your Fellow and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in Fellow triggers actions in Togile (or vice versa).
Absolutely. You can customize how Fellow 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 Fellow 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 Fellow 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 Fellow
Tool for teams to create meeting agendas, capture notes, and assign action items.
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.
Learn More
