Connect Togile and Cakemail to Build Intelligent Automations

Choose a Trigger

Togile

When this happens...

Choose an Action

Cakemail

Automatically do this!

Ready to use Togile and Cakemail automations

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

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.

New Contact

New Contact

Trigger when a new contact is added.

Contact Updated

Contact Updated

Triggers when a contact is updated.

Contact Deleted

Contact Deleted

Triggers when a contact is deleted.

Do thisActions

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

Create lead

Create lead

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

Create Company

Create Company

Creates a new company in Togile CRM.

Create Contact

Create Contact

Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.

Update Lead

Update Lead

Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.

Get Products and Services By Name

Get Products and Services By Name

Finds products and services that match the provided name.

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 Cakemail?

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

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

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

How often does the data sync between Togile and Cakemail?

The data sync between Togile and Cakemail 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 Cakemail?

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 Cakemail?

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

About Cakemail

Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.

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