Connect Togile and Thomson Reuters ONESOURCE to Build Intelligent Automations
Enable Integrations or automations with these events of Togile and Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of Togile and Thomson Reuters ONESOURCE
Triggers
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.
Actions
Create lead
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create Company
Create a new company in Togile CRM.
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 an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).
Find Product and Service
Search for products by name (case-insensitive exact match) and return matching product records.
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
To start, connect both your Togile and Thomson Reuters ONESOURCE accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in Thomson Reuters ONESOURCE (or vice versa).
Absolutely. You can customize how Togile data is recorded in Thomson Reuters ONESOURCE. This includes choosing which data fields go into which fields of Thomson Reuters ONESOURCE, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and Thomson Reuters ONESOURCE typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Togile and Thomson Reuters ONESOURCE. 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.
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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About Thomson Reuters ONESOURCE
Thomson Reuters ONESOURCE is a comprehensive tax and accounting software solution designed to streamline and automate tax compliance and reporting processes for businesses. It offers a suite of tools to manage global tax compliance, transfer pricing, and tax provision, ensuring accuracy and efficiency in tax operations.
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