
When this happens...

Automatically do this!
Create Lead
Create Company
Create Contact
Update Lead
Find Product and Service
Create User
Create New Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
Triggers when a contact is added in Togile and returns the contact details.
Update an existing lead's details in Togile CRM.
Action is the task that follows automatically within your Natif integrations.
Queries for documents that fulfill given parameters.
Get information about the given document, amongst others the processing status.
Permanently delete a document.
Get the extractions for the given document. The results are specific for the document's type.
Retrieves the ocr results for the document with the given id.
List info about existing document sharing tokens for the current users team.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Natif and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in Natif triggers actions in Togile (or vice versa).
Absolutely. You can customize how Natif 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 Natif 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 Natif 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.
Natif.ai is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers advanced AI tools designed to automate tasks, improve decision-making, and increase operational efficiency. With Natif.ai, businesses can harness the power of AI to transform their workflows and gain a competitive edge in their industry.
Learn MoreTogile 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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