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

Automatically do this!
Create an Order History Item
Create Shipment
Create Order
Create Order Item
Create an Inventory Item
Update Single Inventory Item
Update Order Item
Update an Order
Delete Inventory Item
Delete a Shipment
Delete an Order
Delete an Order 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.
Triggers when a new order is created in OrderDesk.
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 Order Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in Order Desk (or vice versa).
Absolutely. You can customize how Togile data is recorded in Order Desk. This includes choosing which data fields go into which fields of Order Desk, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and Order Desk 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 Order Desk. 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 MoreOrder Desk is a powerful order management system designed to streamline your e-commerce operations. It allows you to manage, process, and fulfill orders from multiple sales channels in one centralized platform.
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