Connect Togile and Autopilot
Integrate Togile with Autopilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Togile + Autopilot flows
Start from a real workflow other teams are already running.
Choose a trigger
Togile
When this happens...
New Lead
New Contact
Edit Lead
Choose an action
Autopilot
Automatically do this!
Create Client
Update Client
Find Clients
Add Client Address
Create Job
Update Job
Find Jobs
Create Invoice
Update Invoice
Record Invoice Payment
Find Invoices
Create Estimate
Update Estimate
Find Estimates
Add Line Item
Create Client in Autopilot when New Lead in Togile
Use this flowUpdate Client in Autopilot when New Lead in Togile
Use this flowFind Clients in Autopilot when New Lead in Togile
Use this flowAdd Client Address to Autopilot when New Lead in Togile
Use this flowCreate Job in Autopilot when New Lead in Togile
Use this flowUpdate Job in Autopilot when New Lead in Togile
Use this flowFind Jobs in Autopilot when New Lead in Togile
Use this flowCreate Invoice in Autopilot when New Lead in Togile
Use this flowUpdate Invoice in Autopilot when New Lead in Togile
Use this flowRecord Invoice Payment in Autopilot when New Lead in Togile
Use this flowSupported Triggers & Actions
Everything you can automate between Togile and Autopilot.
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 Client
Runs when a new client or lead is added. Optionally only clients or only leads.
Updated Client
Runs when a client changes, including addresses and tags.
New Job
Runs when a new job is created.
Do thisActions
Action is the task that follows automatically within your Togile integrations.
Create Lead
Create a new lead and populate standard and additional lead fields from selectable options.
Create Company
Create a new company and set name, email, phone, owner, source, and custom fields.
Create Contact
Create a contact with name, email, and phone (parses +country code). Optionally set owner, source, and custom fields.
Update Deal
Update an existing deal's details in Togile, such as status, value, owner, or notes.
Update Lead
Update an existing lead's details, including name, email, phone, pipeline, owner, and custom fields.
Get All Products and Services
Search products and services with pagination and sorting options (page, quantity, sort field, ascending).
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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AI will build it for you
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 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 more
About Autopilot
Autopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Togile and Autopilot 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 Togile and Autopilot 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 Autopilot. No coding required.
Yes. You can set up a workflow where Togile triggers actions in Autopilot, and a separate workflow where Autopilot triggers actions in Togile . 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 Togile and Autopilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Togile and Autopilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
