
When this happens...
New Uploaded File
New Whatsapp Account

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.
Triggers when new uploaded_file is created.
Triggers when new whatsapp_accounts is created.
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 TimelinesAI integrations.
Sends a message to a new chat.
Sends an uploaded file to an existing chat.
Sends a message to an already existing chat.
Finds a specific WhatsApp account.
Closes an existing chat.
Finds an uploaded file in the system.

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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 TimelinesAI and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in TimelinesAI triggers actions in Togile (or vice versa).
Absolutely. You can customize how TimelinesAI 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 TimelinesAI 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 TimelinesAI 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.
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
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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