Connect Togile and optix to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New Contact
Edit Lead
Choose an Action
Automatically do this!
- Request a new Action for optix
Enable Integrations or automations with these events of Togile and optix
Enable Integrations or automations with these events of Togile and optix
Triggers
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.
Actions
Create lead
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create Company
Creates a new company in Togile CRM.
Create Contact
Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.
Update Lead
Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.
Get Products and Services By Name
Finds products and services that match the provided name.
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 optix accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in optix (or vice versa).
Absolutely. You can customize how Togile data is recorded in optix. This includes choosing which data fields go into which fields of optix, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and optix 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 optix. 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.
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