
When this happens...
New Lead
New Contact
Edit Lead

Automatically do this!
Add Tag By Name To User
Add Tag To User
Broadcast Sub flow To User
Clear User Field
Clear User Field by Name
Create Custom Field
Create Tag
Pause Bot Automation
Remove Tag by Name from User
Remove Tag from User
Resume Bot Automation
Send Content to User
Send Main Flow to User
Send Sub Flow to User
Send Text to User
Set Bot Field
Set Bot Field by Name
Set User Field
Set User Field by Name
Create Bot User
Find Agent By Email
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
Triggers when a contact is added in Togile and returns the contact details.
Update an existing lead's details in Togile CRM.
Action is the task that follows automatically within your Togile integrations.
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create a new company in Togile CRM.
Create a new contact in Togile using provided first/last name, email, phone and optional company, title, owner, source, and custom fields.
Update an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).
Search for products by name (case-insensitive exact match) and return matching product records.
Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Togile and Floworg AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in Floworg AI (or vice versa).
Absolutely. You can customize how Togile data is recorded in Floworg AI. This includes choosing which data fields go into which fields of Floworg AI, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and Floworg AI 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 Floworg AI. 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 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 MoreFloworg AI is an advanced AI-driven platform designed to streamline and enhance organizational workflows. By leveraging cutting-edge artificial intelligence, Floworg AI helps businesses automate routine tasks, optimize processes, and improve overall efficiency. Whether you're managing projects, coordinating teams, or handling complex data, Floworg AI provides the tools you need to stay ahead in a competitive market.
Learn More