Connect Swiftype and Togile
Integrate Swiftype with Togile to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Swiftype + Togile flows
Start from a real workflow other teams are already running.
Choose a trigger
Swiftype
When this happens...
New Document
Choose an action
Togile
Automatically do this!
Create lead
Create Company
Create Contact
Update Lead
Get Products and Services By Name
Create User
Create New Task
Create Contact in Togile when New Document in Swiftype
Use this flowGet Products and Services By Name from Togile when New Document in Swiftype
Use this flowCreate User in Togile when New Document in Swiftype
Use this flowCreate New Task in Togile when New Document in Swiftype
Use this flowCreate lead in Togile when New Document in Swiftype
Use this flowCreate Company in Togile when New Document in Swiftype
Use this flowCreate Document in Swiftype when New Lead in Togile
Use this flowCreate Document in Swiftype when New Contact in Togile
Use this flowUpdate Lead in Togile when New Document in Swiftype
Use this flowCreate Document in Swiftype when Edit Lead in Togile
Use this flowSupported Triggers & Actions
Everything you can automate between Swiftype and Togile .
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggered when a new document is added to the Swiftype index.
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 Swiftype integrations.
Create Document
Adds a new document to the Swiftype index.
Create lead
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create Company
Creates a new company in Togile CRM.
Create Contact
Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.
Update Lead
Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.
Get Products and Services By Name
Finds products and services that match the provided name.
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 Swiftype
Swiftype is a powerful search platform that provides advanced search capabilities for websites and applications. It offers customizable search solutions that enhance user experience by delivering relevant search results quickly and efficiently.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Swiftype and Togile 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 Swiftype and Togile 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 Togile . No coding required.
Yes. You can set up a workflow where Swiftype triggers actions in Togile , and a separate workflow where Togile triggers actions in Swiftype. 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 Swiftype and Togile . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Swiftype and Togile integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
