Connect toflow.ai and InvGate Service Management
Integrate toflow.ai with InvGate Service Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when When new tasks are created in toflow.ai
Get Categories from InvGate Service Management when When new tasks are created in toflow.ai
Get Users from InvGate Service Management when When new tasks are created in toflow.ai
Get Incident Details from InvGate Service Management when When new tasks are created in toflow.ai
Create User in InvGate Service Management when When new tasks are created in toflow.ai
Popular toflow.ai + InvGate Service Management flows
Start from a real workflow other teams are already running.
Choose a trigger
toflow.ai
When this happens...
When new tasks are created
When a new company is added
When a person is created
When a new deal is created
Choose an action
InvGate Service Management
Automatically do this!
Create Incident
Get Categories
Get Users
Get Incident Details
Create User
Create Incident in InvGate Service Management when When new tasks are created in toflow.ai
Use this flowGet Categories from InvGate Service Management when When new tasks are created in toflow.ai
Use this flowGet Users from InvGate Service Management when When new tasks are created in toflow.ai
Use this flowGet Incident Details from InvGate Service Management when When new tasks are created in toflow.ai
Use this flowCreate User in InvGate Service Management when When new tasks are created in toflow.ai
Use this flowCreate Incident in InvGate Service Management when When a new company is added in Toflow.ai
Use this flowGet Categories from InvGate Service Management when When a new company is added in Toflow.ai
Use this flowGet Users from InvGate Service Management when When a new company is added in Toflow.ai
Use this flowGet Incident Details from InvGate Service Management when When a new company is added in Toflow.ai
Use this flowCreate User in InvGate Service Management when When a new company is added in Toflow.ai
Use this flowSupported Triggers & Actions
Everything you can automate between toflow.ai and InvGate Service Management.
When this happensTriggers
A trigger is an event that starts a workflow.
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
Do thisActions
Action is the task that follows automatically within your toflow.ai integrations.
Update Company
Update attributes on a company record.
Create Task
Create a task with a title and due date; optionally add description or status, assign an owner or assignee, and link it to a person, company, deal, or other resource.
Create List
Create a new list to organize contacts for outreach campaigns.
Update List Details
Change a list's name, description, icon, or color.
Get Lists
Get workspace lists, optionally filtered by resource type.
Delete List
Archive a list to remove it from active use while keeping it recoverable (soft delete).
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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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 toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
Learn moreAbout InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your toflow.ai and InvGate Service Management 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 toflow.ai and InvGate Service Management 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 InvGate Service Management. No coding required.
Yes. You can set up a workflow where toflow.ai triggers actions in InvGate Service Management, and a separate workflow where InvGate Service Management triggers actions in toflow.ai. 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 toflow.ai and InvGate Service Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire toflow.ai and InvGate Service Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
