Togile automation for project workflows
Route new projects, task updates, and approvals from Togile into the tools your team already uses, so handoffs stay clear and work keeps moving.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Togile .
Update records in Togile automatically when data changes in the apps your team already uses.
Log Togile activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Togile
Ready-made flows built with Togile — preview one, then make it yours.
Ready to use Togile automations
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 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.
Do thisActions
Action is the task that follows automatically within your Togile integrations.
Create Lead
Create a new lead and populate standard and additional lead fields from selectable options.
Create Company
Create a new company and set name, email, phone, owner, source, and custom fields.
Create Contact
Create a contact with name, email, and phone (parses +country code). Optionally set 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
Creates a new Togile user with name, email, mobile, role, status, and optional profile details and address.
Real-world use cases of Togile integrations
See how Togile integrates with popular apps to automate tasks and streamline your workflow.
Create a Slack message when a Togile project is marked blocked so ops can reassign work.
Send Gmail reminders when Togile deadlines slip so account owners can follow up.
Move Togile tasks into Asana when a project kicks off with a new client.
Share Togile project approvals with Jira when implementation handoff starts.
Update your CRM when Togile milestones close and keep account owners aligned.
Log Togile project approvals in a spreadsheet for weekly delivery reporting.
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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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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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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