Connect Togile and Lyzr to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New Contact
Edit Lead
Choose an Action
Automatically do this!
Create User
Update user
Ready to use Togile and Lyzr automations
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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.
Do thisActions
Action is the task that follows automatically within your Togile integrations.
Create Lead
Create a new lead in Togile CRM using contact details, with optional source, pipeline, and owner.
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 Lyzr accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in Lyzr (or vice versa).
Absolutely. You can customize how Togile data is recorded in Lyzr. This includes choosing which data fields go into which fields of Lyzr, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and Lyzr 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 Lyzr. 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 Lyzr
Lyzr is an advanced AI-driven platform designed to provide businesses with powerful analytics and insights. By leveraging cutting-edge artificial intelligence technologies, Lyzr helps organizations make data-driven decisions, optimize operations, and enhance overall performance. The platform is ideal for companies looking to harness the power of AI to gain a competitive edge in their industry.
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