Connect Togile and Slack to Build Intelligent Automations

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Togile

When this happens...

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Slack

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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

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.

New Message in Channel

New Message in Channel

Triggers when a new message posted on a specific channel.

New User Joined or Updated in Your Org

New User Joined or Updated in Your Org

Triggers when a new user join workspace.

New Message Posted

New Message Posted

Triggers when a new message is posted on any slack channel.

Do thisActions

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

Create Lead

Create Lead

Create a new lead in Togile CRM using contact details, with optional 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 User

Create User

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

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Step by step guides to integrate Togile and Slack

Frequently Asked Questions

How do I start an integration between Togile and Slack?

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

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

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

How often does the data sync between Togile and Slack?

The data sync between Togile and Slack 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 Slack?

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 Slack?

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

About Slack

Slack is a team Communication Platform. Focused on chat, apps and working with bots.

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