Connect Togile and Zoho Invoice
Integrate Togile with Zoho Invoice to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Togile + Zoho Invoice flows
Start from a real workflow other teams are already running.
Choose a trigger
Togile
When this happens...
New Lead
New Contact
Edit Lead
Choose an action
Zoho Invoice
Automatically do this!
Create Invoice
Create Contact
Create Item
Create Estimate
Create Contact Person
Record Payment
Find Invoice
Update Contact
Find contact
Update invoice
Create Invoice in Zoho-invoice when New Lead in Togile
Use this flowCreate Contact in Zoho Invoice when New Lead in Togile
Use this flowCreate Item in Zoho Invoice when New Lead in Togile
Use this flowCreate Contact Person in Zoho-invoice when New Lead in Togile
Use this flowCreate Invoice in Zoho-invoice when New Contact in Togile
Use this flowCreate Contact in Zoho Invoice when New Contact in Togile
Use this flowCreate Item in Zoho Invoice when New Contact in Togile
Use this flowCreate Contact Person in Zoho-invoice when New Contact in Togile
Use this flowCreate Invoice in Zoho-invoice when Edit Lead in Togile
Use this flowCreate Contact in Zoho Invoice when Edit Lead in Togile
Use this flowSupported Triggers & Actions
Everything you can automate between Togile and Zoho Invoice.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Togile integrations.
Create Lead
Create a new lead and populate standard and additional lead fields from selectable options.
Create Company
Create a new company and set name, email, phone, owner, source, and custom fields.
Create Contact
Create a contact with name, email, and phone (parses +country code). Optionally set owner, source, and custom fields.
Update Deal
Update an existing deal's details in Togile, such as status, value, owner, or notes.
Update Lead
Update an existing lead's details, including name, email, phone, pipeline, owner, and custom fields.
Get All Products and Services
Search products and services with pagination and sorting options (page, quantity, sort field, ascending).
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About Zoho Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Togile and Zoho Invoice accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Togile and Zoho Invoice as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho Invoice. No coding required.
Yes. You can set up a workflow where Togile triggers actions in Zoho Invoice, and a separate workflow where Zoho Invoice triggers actions in Togile . Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Togile and Zoho Invoice. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Togile and Zoho Invoice integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
