Connect Togile and PocketSmith
Integrate Togile with PocketSmith to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Togile + PocketSmith flows
Start from a real workflow other teams are already running.
Choose a trigger
Togile
When this happens...
New Lead
New Contact
Edit Lead
Choose an action
PocketSmith
Automatically do this!
Create Transaction
Update Budget
Get User Account
Get Account
Get Budget Summary
Find Transactions
Create Category
Update Transaction
Delete Transaction
Create Budget Event
Create Transaction in Pocketsmith when New Lead in Togile
Use this flowUpdate Budget in PocketSmith when New Lead in Togile
Use this flowGet User Account from PocketSmith when New Lead in Togile
Use this flowGet Account from PocketSmith when New Lead in Togile
Use this flowGet Budget Summary from PocketSmith when New Lead in Togile
Use this flowFind Transactions in PocketSmith when New Lead in Togile
Use this flowCreate Category in Pocketsmith when New Lead in Togile
Use this flowUpdate Transaction in Pocketsmith when New Lead in Togile
Use this flowDelete Transaction in Pocketsmith when New Lead in Togile
Use this flowCreate Budget Event in Pocketsmith when New Lead in Togile
Use this flowSupported Triggers & Actions
Everything you can automate between Togile and PocketSmith.
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 Deal
Update an existing deal's details in Togile, such as status, value, owner, or notes.
Update Lead
Update an existing lead's details, including name, email, phone, pipeline, owner, and custom fields.
Get All Products and Services
Search products and services with pagination and sorting options (page, quantity, sort field, ascending).
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Togile and PocketSmith free
No credit card required. Set up your first workflow in minutes.
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 PocketSmith
PocketSmith is a personal finance software that helps users manage their budgets, track their spending, and plan for the future. With features like cash flow forecasting, budget tracking, and financial goal setting, PocketSmith provides a comprehensive solution for individuals looking to take control of their financial health.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Togile and PocketSmith accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Togile and PocketSmith as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach PocketSmith. No coding required.
Yes. You can set up a workflow where Togile triggers actions in PocketSmith, and a separate workflow where PocketSmith triggers actions in Togile . Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Togile and PocketSmith. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Togile and PocketSmith integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
