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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.
Action is the task that follows automatically within your Togile integrations.
Create a new lead from contact details with optional email, phone, source, and custom fields.
Creates a new company in Togile CRM.
Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.
Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.
Finds products and services that match the provided name.
Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.
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

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
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 MoreviaSocket 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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