
When this happens...
Record Added Or Updated
Record Created

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.
Runs when a record is added or updated in a table.
Runs when a new entry is added to a table.
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 Teable integrations.
Delete one or more records from a table and return the deleted items with clear field names.
Creates a new entry in the selected table.
Updates a record in Teable with the provided field values.
Gets a single record from a table by its record ID.
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create a new company in Togile CRM.

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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 Teable and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in Teable triggers actions in Togile (or vice versa).
Absolutely. You can customize how Teable 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 Teable 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 Teable 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.
Teable is an AI-powered platform designed to enhance productivity and collaboration through intelligent task management and automation solutions.
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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