Connect Togile and Simple Sign to Build Intelligent Automations

Choose a Trigger

Togile

When this happens...

Choose an Action

Simple Sign

Automatically do this!

Enable Integrations or automations with these events of Togile and Simple Sign

Enable Integrations or automations with these events of Togile and Simple Sign

Triggers

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

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

Edit Lead

Edit Lead

Update an existing lead's details in Togile CRM.

Request a new Trigger for Togile

Actions

Create lead

Create lead

Create a new lead from contact details with optional email, phone, source, and custom fields.

Create Company

Create Company

Creates a new company in Togile CRM.

Create Contact

Create Contact

Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.

Update Lead

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

Get Products and Services By Name

Finds products and services that match the provided name.

Create User

Create User

Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.

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Frequently Asked Questions

How do I start an integration between Togile and Simple Sign?

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

Can we customize how data from Togile is recorded in Simple Sign?

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

How often does the data sync between Togile and Simple Sign?

The data sync between Togile and Simple Sign 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 Simple Sign?

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 Simple Sign?

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

About Simple Sign

Simple Sign is a service for sending and signing contracts digitally.

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