Connect InvGate Service Management and toflow.ai
Integrate InvGate Service Management with toflow.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when When new tasks are created in toflow.ai
Get Categories from InvGate Service Management when When new tasks are created in toflow.ai
Get Users from InvGate Service Management when When new tasks are created in toflow.ai
Get Incident Details from InvGate Service Management when When new tasks are created in toflow.ai
Create User in InvGate Service Management when When new tasks are created in toflow.ai
Popular InvGate Service Management + toflow.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
InvGate Service Management
When this happens...
- Request a new Trigger for InvGate Service Management
Choose an action
toflow.ai
Automatically do this!
Update Company
Create Task
Create List
Update List Details
Get Lists
Delete List
Create Company
List Companies
Delete Company
Create Person
Update Person
Create Note
Find Tasks
Get Person
Update Task Details
Delete Task
Find Notes
List Deals
Create Deal
Delete Deal
Send Email
Get Filtered Emails
Update Deal Fields
Create Incident in InvGate Service Management when When new tasks are created in toflow.ai
Use this flowGet Categories from InvGate Service Management when When new tasks are created in toflow.ai
Use this flowGet Users from InvGate Service Management when When new tasks are created in toflow.ai
Use this flowGet Incident Details from InvGate Service Management when When new tasks are created in toflow.ai
Use this flowCreate User in InvGate Service Management when When new tasks are created in toflow.ai
Use this flowCreate Incident in InvGate Service Management when When a new company is added in Toflow.ai
Use this flowGet Categories from InvGate Service Management when When a new company is added in Toflow.ai
Use this flowGet Users from InvGate Service Management when When a new company is added in Toflow.ai
Use this flowGet Incident Details from InvGate Service Management when When a new company is added in Toflow.ai
Use this flowCreate User in InvGate Service Management when When a new company is added in Toflow.ai
Use this flowSupported Triggers & Actions
Everything you can automate between InvGate Service Management and toflow.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
Do thisActions
Action is the task that follows automatically within your InvGate Service Management integrations.
Create Incident
Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.
Get Categories
Retrieve service categories used to classify incidents and service requests.
Get Users
Action to list users
Get Incident Details
Retrieve details for a specific incident by ID, with options to include comments and format dates.
Create User
Create a new user with profile, contact, manager, and address details.
Update Company
Update attributes on a company record.
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 InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
About toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your InvGate Service Management and toflow.ai 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 InvGate Service Management and toflow.ai 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 toflow.ai. No coding required.
Yes. You can set up a workflow where InvGate Service Management triggers actions in toflow.ai, and a separate workflow where toflow.ai triggers actions in InvGate Service Management. 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 InvGate Service Management and toflow.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire InvGate Service Management and toflow.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
