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

Automatically do this!
Get a specific Project
Create project
List Project
Update Project
Delete Project
List Project Members
Create or Update Invite / Membership
Delete Membership or Invite
List project artifacts
Create project artifact
Get project artifact
Delete project artifact
Get model
Query Models
Update model
Get model artifact
Delete model
Query record handlers
Get record handler
Update record handler
Delete record handler
Search Workflow Runs
Create Workflow Run
Cancel Workflow Run
Search Workflows
Get Your Billing Data
List Invites
List Clusters
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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 in Togile CRM using contact details, with optional source, pipeline, and owner.
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.

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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 Gretel AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in Gretel AI (or vice versa).
Absolutely. You can customize how Togile data is recorded in Gretel AI. This includes choosing which data fields go into which fields of Gretel AI, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and Gretel 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 Gretel 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 MoreGretel AI provides tools and APIs to generate synthetic data, ensuring privacy and security while enabling data sharing and collaboration. It is designed to help developers and data scientists create high-quality, privacy-preserving synthetic data for machine learning and analytics.
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