
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 Notify integrations.
Send or schedule a templated notification via Notify to specified recipients over Email, SMS, Push, Slack, or Webhook.
Create a new lead in Togile CRM using contact details, with optional source, pipeline, and owner.
Create a new company in Togile CRM.
Create a new contact in Togile using provided first/last name, email, phone and optional company, title, owner, source, and custom fields.
Update an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).
Search for products by name (case-insensitive exact match) and return matching product records.

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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 Notify and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in Notify triggers actions in Togile (or vice versa).
Absolutely. You can customize how Notify 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 Notify 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 Notify 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.
Notify is a comprehensive notification management platform designed to streamline and enhance communication across various channels. It allows businesses and individuals to send, receive, and manage notifications efficiently, ensuring timely and effective communication.
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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