Integrations Togile aesthetic record emr
Togile + aesthetic record emr

Connect Togile and aesthetic record emr to Build Intelligent Automations

Choose a Trigger

Togile

When this happens...

Choose an Action

aesthetic record emr

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Enable Integrations or automations with these events of Togile and aesthetic record emr

Enable Integrations or automations with these events of Togile and aesthetic record emr

Triggers

New Lead

New Lead

Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.

New Contact

New Contact

Triggers when a contact is added in Togile and returns the contact details.

Edit Lead

Edit Lead

Update an existing lead's details in Togile CRM.

Request a new Trigger for Togile

Actions

Create lead

Create lead

Create a new lead from contact details with optional email, phone, source, and custom fields.

Create Company

Create Company

Create a new company in Togile CRM.

Create Contact

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 Lead

Update an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).

Find Product and Service

Find Product and Service

Search for products by name (case-insensitive exact match) and return matching product records.

Create User

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

How do I start an integration between Togile and aesthetic record emr?

To start, connect both your Togile and aesthetic record emr accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in aesthetic record emr (or vice versa).

Can we customize how data from Togile is recorded in aesthetic record emr?

Absolutely. You can customize how Togile data is recorded in aesthetic record emr. This includes choosing which data fields go into which fields of aesthetic record emr, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Togile and aesthetic record emr?

The data sync between Togile and aesthetic record emr typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Togile to aesthetic record emr?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Togile and aesthetic record emr?

Yes, you can set conditional logic to control the flow of data between Togile and aesthetic record emr. 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.

Togile

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.

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aesthetic record emr

About aesthetic record emr

Aesthetic Record EMR is A Complete Practice Management & EMR Solution in the Industry. Software Designed To Make Growing Your Aesthetic Practice Easy.

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