Connect Togile and Shopify to Build Intelligent Automations

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Togile

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Shopify

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.

New Contact

New Contact

Receives a new contact from Togile via webhook and returns the contact details.

New Contact

New Contact

Triggers when a contact is added in Togile and returns the contact details.

New Customer

New Customer

Triggers when a new customer is created to Shopify account

New Order

New Order

Triggers when a new order is created.

New Product

New Product

Triggers when a new product is created to Shopify account.

Do thisActions

Action is the task that follows automatically within your Togile integrations.

Create Lead

Create Lead

Add a new lead to Togile CRM with contact details, source, pipeline, and owner.

Create Company

Create Company

Create a new company in Togile CRM.

Create Contact

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 Lead

Update an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).

Find Product and Service

Find Product and Service

Search for products by name (case-insensitive exact match) and return matching product records.

Create Customer

Create Customer

Create a new Shopify customer with contact info, optional addresses, tax settings, tags, and marketing consents.

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Step by step guides to integrate Togile and Shopify

Frequently Asked Questions

How do I start an integration between Togile and Shopify?

To start, connect both your Togile and Shopify accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in Shopify (or vice versa).

Can we customize how data from Togile is recorded in Shopify?

Absolutely. You can customize how Togile data is recorded in Shopify. This includes choosing which data fields go into which fields of Shopify, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Togile and Shopify?

The data sync between Togile and Shopify typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Togile to Shopify?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Togile and Shopify?

Yes, you can set conditional logic to control the flow of data between Togile and Shopify. 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

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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Shopify

About Shopify

Shopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.

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