Connect Togile and YourGPT to Build Intelligent Automations

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Togile

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YourGPT

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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.

Message Received

Message Received

Triggers when a new message is received in your YourGPT chatbot session.

User Message Sent

User Message Sent

Triggers when a user sends a message to the YourGPT chatbot in an active session.

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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 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 YourGPT?

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

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

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

How often does the data sync between Togile and YourGPT?

The data sync between Togile and YourGPT 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 YourGPT?

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 YourGPT?

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

About YourGPT

YourGPT is an advanced AI tool designed to assist users in generating human-like text based on the input provided. It leverages state-of-the-art machine learning models to understand and produce text that is coherent and contextually relevant, making it ideal for content creation, customer support, and more.

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