Connect Togile and Zoho POS to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New Contact
Edit Lead
Choose an Action
Automatically do this!
Create Contact
Update contact
Create Inventory Item
Update inventory item
Create Item Group
Create Contact Person
Add Tax Rate
Create Pricebook
Create Sales Order
Create sales invoice
Record Customer Payment
List Invoices
Update Contact Person
Update Group Item
Update Invoice
Update Customer Payment
Delete contact
Delete contact person
Get Inventory Items
Delete item group
Delete tax
Delete a sales order
Delete invoice
Delete a customer payment
Delete bill by number
Ready to use Togile and Zoho POS automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Bill Added
Detects newly created bills in your Zoho POS account.
New Item Added
Detects newly created items in your Zoho POS account
New Contact Added
Detects newly created contacts in your Zoho POS account automatically
Do thisActions
Action is the task that follows automatically within your Togile integrations.
Create lead
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create Company
Create a new company in Togile CRM.
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 an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).
Find Product and Service
Search for products by name (case-insensitive exact match) and return matching product records.
Create User
Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.
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Frequently Asked Questions
To start, connect both your Togile and Zoho POS accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in Zoho POS (or vice versa).
Absolutely. You can customize how Togile data is recorded in Zoho POS. This includes choosing which data fields go into which fields of Zoho POS, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and Zoho POS 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 Togile and Zoho POS. 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.
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.
Learn MoreAbout Zoho POS
Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
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