Connect Togile and Airtable to Build Intelligent Automations

Choose a Trigger

Togile

When this happens...

Choose an Action

Airtable

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

Receives a new contact from Togile via webhook and returns the contact details.

New Contact

New Contact

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

New Records Created or Updated

New Records Created or Updated

Trigger when new record is created or updated in your table.

New Records Created

New Records Created

Retrieve records created in a specified Airtable base and table within the last N minutes (default 15), optionally limited to a view.

Request a new Trigger for Togile

Do thisActions

Action is the task that follows automatically within your Togile integrations.

Create Lead

Create Lead

Add a new lead to Togile CRM with contact details, source, pipeline, and owner.

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.

List All records

List All records

Retrieve all records from the selected Airtable base and table.

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Step by step guides to integrate Togile and Airtable

Frequently Asked Questions

How do I start an integration between Togile and Airtable?

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

Can we customize how data from Togile is recorded in Airtable?

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

How often does the data sync between Togile and Airtable?

The data sync between Togile and Airtable 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 Airtable?

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 Airtable?

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

About Airtable

Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.

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