Connect Form.taxi and Togile to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission Arrives
Runs when a new form submission is received.
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 Form.taxi integrations.
Create lead
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create Company
Create a new company in Togile CRM.
Create Contact
Create a new contact in Togile using provided first/last name, email, phone and optional company, title, owner, source, and custom fields.
Update Lead
Update an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).
Find Product and Service
Search for products by name (case-insensitive exact match) and return matching product records.
Create User
Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.
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Frequently Asked Questions
To start, connect both your Form.taxi and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in Form.taxi triggers actions in Togile (or vice versa).
Absolutely. You can customize how Form.taxi 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 Form.taxi 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 Form.taxi 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 Form.taxi
Form.taxi is a platform designed to streamline the process of creating and managing forms specifically for the transportation industry. It allows users to easily build custom forms for bookings, feedback, and other transportation-related needs.
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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