IntegrationsPDF GeneratorTogile
PDF Generator + Togile

Connect PDF Generator and Togile to Build Intelligent Automations

Choose a Trigger

PDF Generator

When this happens...

Choose an Action

Togile

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.

New Contact

New Contact

Triggers when a contact is added in Togile and returns the contact details.

Edit Lead

Edit Lead

Update an existing lead's details in Togile CRM.

Request a new Trigger for PDF Generator

Do thisActions

Action is the task that follows automatically within your PDF Generator integrations.

Generate PDF

Generate PDF

Convert raw HTML content into a PDF and return the file URL and page count.

Create Lead

Create Lead

Add a new lead to Togile CRM with contact details, source, pipeline, and owner.

Create Company

Create Company

Create a new company in Togile CRM.

Create Contact

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 Lead

Update an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).

Find Product and Service

Find Product and Service

Search for products by name (case-insensitive exact match) and return matching product records.

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Frequently Asked Questions

How do I start an integration between PDF Generator and Togile ?

To start, connect both your PDF Generator and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF Generator triggers actions in Togile (or vice versa).

Can we customize how data from PDF Generator is recorded in Togile ?

Absolutely. You can customize how PDF Generator 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.

How often does the data sync between PDF Generator and Togile ?

The data sync between PDF Generator and Togile typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from PDF Generator to Togile ?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between PDF Generator and Togile ?

Yes, you can set conditional logic to control the flow of data between PDF Generator 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.

PDF Generator

About PDF Generator

APDF.io is a powerful tool for creating and managing PDF documents with ease. It offers a range of features to convert, edit, and organize PDFs, making it ideal for businesses and individuals who need efficient document handling.

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Togile

About 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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