Connect Togile and Finmei
Integrate Togile with Finmei to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Togile + Finmei 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
Finmei
Automatically do this!
Create Invoice
List All Invoices
Update Invoice
Delete Invoice
Create Expense
Update Expense
List Expenses
Delete Expense
Create Invoice in Finmei when New Lead in Togile
Use this flowList All Invoices from Finmei when New Lead in Togile
Use this flowUpdate Invoice in Finmei when New Lead in Togile
Use this flowDelete Invoice in Finmei when New Lead in Togile
Use this flowCreate Expense in Finmei when New Lead in Togile
Use this flowUpdate Expense in Finmei when New Lead in Togile
Use this flowList Expenses from Finmei when New Lead in Togile
Use this flowDelete Expense in Finmei when New Lead in Togile
Use this flowCreate Invoice in Finmei when New Contact in Togile
Use this flowList All Invoices from Finmei when New Contact in Togile
Use this flowSupported Triggers & Actions
Everything you can automate between Togile and Finmei.
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 Invoice Created
runs when new invoice is created
New Expense Created
runs when New Expense Created
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
Creates a new company in Togile CRM.
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
Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.
Get Products and Services By Name
Finds products and services that match the provided name.
Create User
Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.
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 Finmei
Finmei is a comprehensive platform designed to streamline financial management and enhance decision-making for businesses and individuals. With a focus on providing insightful analytics and efficient tools, Finmei empowers users to manage their finances with ease and precision.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Togile and Finmei 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 Finmei 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 Finmei. No coding required.
Yes. You can set up a workflow where Togile triggers actions in Finmei, and a separate workflow where Finmei 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 Finmei. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Togile and Finmei integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
