Integrate Togile with Harpoon to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Togile
When this happens...
New Lead
New Contact
Edit Lead
Harpoon
Automatically do this!
List All Clients
Get a client
Create Client
Create Expense
Create Expense Category
Create Project
List All Contact
Get a Contact
List All Expense Categories
Get a Expense Category
List all Projects
Get a Project
List All Teams
Get a Team
List Other Income
List All Clients from Harpoon when New Lead in Togile
Use this flowGet a client from Harpoon when New Lead in Togile
Use this flowCreate Client in Harpoon when New Lead in Togile
Use this flowCreate Expense in Harpoon when New Lead in Togile
Use this flowCreate Expense Category in Harpoon when New Lead in Togile
Use this flowCreate Project in Harpoon when New Lead in Togile
Use this flowList All Contact in Harpoon when New Lead in Togile
Use this flowGet a Contact in Harpoon when New Lead in Togile
Use this flowList All Expense Categories in Harpoon when New Lead in Togile
Use this flowGet a Expense Category in Harpoon when New Lead in Togile
Use this flowEverything you can automate between Togile and Harpoon.
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.
Triggers when new client created.
Triggers when there is a new project.
Trigerrs when there is a new expense category.
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.
Creates a new company in Togile CRM.
Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.
Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.
Finds products and services that match the provided name.
Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreHarpoon is a financial planning and time-tracking tool designed for freelancers and small businesses. It helps users set financial goals, track time, manage projects, and invoice clients efficiently. With Harpoon, users can gain insights into their financial health and make informed decisions to grow their business.
Learn moreSign up for a free viaSocket account, then authorize both your Togile and Harpoon 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 Harpoon 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 Harpoon. No coding required.
Yes. You can set up a workflow where Togile triggers actions in Harpoon, and a separate workflow where Harpoon 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 Harpoon. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Togile and Harpoon integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.