Connect Togile and MoneyMinder to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New Contact
New Contact
Choose an Action
Automatically do this!
- Request a new Action for MoneyMinder
Enable Integrations or automations with these events of Togile and MoneyMinder
Enable Integrations or automations with these events of Togile and MoneyMinder
Triggers
New Lead
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
New Contact
Receives a new contact from Togile via webhook and returns the contact details.
New Contact
Triggers when a contact is added in Togile and returns the contact details.
Actions
Create Lead
Add a new lead to Togile CRM with contact details, 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.
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Frequently Asked Questions
To start, connect both your Togile and MoneyMinder accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in MoneyMinder (or vice versa).
Absolutely. You can customize how Togile data is recorded in MoneyMinder. This includes choosing which data fields go into which fields of MoneyMinder, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and MoneyMinder 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 MoneyMinder. 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 MoneyMinder
MoneyMinder is an easy-to-use online accounting software designed for clubs, associations, and nonprofit organizations. It helps treasurers and volunteers manage budgets, track expenses, collect dues, and generate financial reports with no accounting experience required.
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