
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer

Automatically do this!
Create Lead
Create Company
Create Contact
Update Lead
Find Product and Service
Create User
Create New Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a appointment is booked in Trafft.
Triggered when an appointment is canceled in Trafft.
Triggered when an existing appointment is rescheduled in Trafft.
Triggered when an existing appointment status is changed in Trafft.
Triggers when a customer is created in Trafft.
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
Action is the task that follows automatically within your Trafft integrations.
Creates a new bookings in Trafft.
Retrieves a list of all services.
Create's a new customer.
Create a new lead in Togile CRM using contact details, with optional source, pipeline, and owner.
Create a new company in Togile CRM.
Create a new contact in Togile using provided first/last name, email, phone and optional company, title, owner, source, and custom fields.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Trafft and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in Trafft triggers actions in Togile (or vice versa).
Absolutely. You can customize how Trafft data is recorded in Togile . This includes choosing which data fields go into which fields of Togile , setting up custom formats, and filtering out unwanted information.
The data sync between Trafft and Togile 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 Trafft and Togile . 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.
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn MoreTogile 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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