Connect Togile and Freelo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New Contact
Edit Lead
Choose an Action
Automatically do this!
Create Project
List Invited Projects
Archive Project
Activate Project
Delete Project
List Archived Projects
List Projects
Create Tasklist
List Tasklists
Create Task
List Tasks
Active Tasks
Finish Task
Update Task
Delete Task
List Subtask
Create Subtask
Create Comment
List Comments
Create Work Report
List Work Reports
List Issued Invoices
Get Issued Invoices
Mark as Invoiced
Invite Users to the Projects by Email
Invite Users to the Projects by Users ID
List Users
List Files
List Notifications
List Events
List States
List Custom Fields Types
List Custom Filters
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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.
New Task Created
Triggered when a new task is created in a project.
Project Created
Triggered when a project is created.
Work Report Updated
Triggered when a work report is 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 Freelo accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in Freelo (or vice versa).
Absolutely. You can customize how Togile data is recorded in Freelo. This includes choosing which data fields go into which fields of Freelo, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and Freelo 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 Freelo. 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 Freelo
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
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