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

Automatically do this!
Create an Item
Update Item
List Workspaces
Delete Item
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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.
Retrieve items from the selected Nuclino workspace that were created or modified since the last check.
Retrieve items created in the selected workspace within the specified recent time window.
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 Nuclino accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in Nuclino (or vice versa).
Absolutely. You can customize how Togile data is recorded in Nuclino. This includes choosing which data fields go into which fields of Nuclino, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and Nuclino 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 Nuclino. 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 MoreNuclino is a collaborative platform designed to help teams organize and share knowledge efficiently. It offers a seamless way to create, manage, and collaborate on documents and projects in real-time, enhancing team productivity and communication.
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