Integrate Togile with your favorite apps
Easily connect Togile with the apps you use every day. Pick from thousands of available Togile integrations or customize
new ones through our automation platform.
Ready to use Togile automations
Explore more automations built by businesses and experts
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Triggers and Actions in Togile Automations
viaSocket makes it simple to connect Togile and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Receives a new contact from Togile via webhook and returns the contact details.
Do thisActions
Action is the task that follows automatically within your Togile integrations.
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.
How to get started with Togile automations
Automate when something happens in Togile
Login -> Create new flow -> Select trigger -> Search Togile -> Choose the trigger from the list
Take action in Togile when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Togile -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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 More
About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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