Connect Togile and DevRev to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New Contact
Edit Lead
Choose an Action
Automatically do this!
Update Dev User
List Dev Users
List Parts
Get specific Part
Search Parts by Type
Update Part
Delete Part
List Rev Orgs
Get Rev Org by ID
Create Rev Org
Update Rev Org
List Tags
Get Tag
Create Tag
Delete Tag
Update Tag
List Timeline Entries
Create Timeline Entry
Update Timeline Entry
List Works
Get Spesific Work
Create Work
Update Work
List Accounts
Get a Specific Account
Create Account
Update Account
List Metric Definitions
List SLA Trackers
Get Specific SLA Tracke by ID
Create SLA
Get SLA
List SLAs
Assign SLAs
Update SLA
Transition SLAs
List Articles
Create Article
Get Specific Article
Update Article
Delete Article
Get Atom
List Conversations
Create Conversation
Update Conversation
Delete Conversation
Delete Account
Create Group
List Groups
Add Groups Members
Get a specific Group
List Groups Members
Remove Groups Members
Update Group
List Links
Create Link
Create Rev User
List Rev Users
Get Rev User by ID
Update Rev User
Create Service Account
Get Service Account by ID
List Surveys Responses
List Sys Users
Update Sys User
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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.
Account Created
Trigger when a new Account is created.
Timeline Entry Created
Trigger when a new Timeline Entry Created.
Tag Updated
Trigger when a new Tag Updated.
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 DevRev accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in DevRev (or vice versa).
Absolutely. You can customize how Togile data is recorded in DevRev. This includes choosing which data fields go into which fields of DevRev, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and DevRev 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 DevRev. 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 DevRev
DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.
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