Connect Meeting BaaS and Togile to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Meeting BaaS
Choose an Action
Automatically do this!
Create lead
Create Company
Create Contact
Update Lead
Find Product and Service
Create User
Create New Task
Ready to use Meeting BaaS and Togile automations
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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 Meeting BaaS integrations.
Sending a bot
Send AI bots to meetings
Removing a Bot
Remove a bot from an ongoing meeting using the API
Get Meetings
Get meeting recording and metadata.
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.
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Frequently Asked Questions
To start, connect both your Meeting BaaS and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in Meeting BaaS triggers actions in Togile (or vice versa).
Absolutely. You can customize how Meeting BaaS 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 Meeting BaaS 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 Meeting BaaS 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 Meeting BaaS
Meeting BaaS is a comprehensive platform designed to streamline and enhance the process of organizing, scheduling, and conducting meetings. It offers a suite of tools to facilitate seamless communication, collaboration, and documentation, making it an ideal solution for businesses and teams looking to improve their meeting efficiency and productivity.
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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