Connect Workflowy and Togile to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Workflowy
Choose an Action
Automatically do this!
Create lead
Create Company
Create Contact
Update Lead
Get Products and Services By Name
Create User
Create New Task
Ready to use Workflowy and Togile automations
Actions and Triggers
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 Workflowy integrations.
Create Node
Create a new node with a title and note; optionally set its parent (ID, date, keyword like inbox/today/tomorrow/next_week/calendar, or URL), position, and layout mode.
Update Node
Update a node's name, note, or layout mode.
Get Nodes
Retrieve nodes from your outline: fetch a specific node by ID or link, list a parent's child nodes, or export all workspace nodes.
Delete Node
Permanently remove a node from your WorkFlowy outline. This cannot be undone.
Create lead
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create Company
Creates a new company in Togile CRM.
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Frequently Asked Questions
To start, connect both your Workflowy and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in Workflowy triggers actions in Togile (or vice versa).
Absolutely. You can customize how Workflowy 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 Workflowy 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 Workflowy 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.
About Workflowy
Workflowy is the place to collect your ideas, develop them, share them, and turn them into reality.
Learn MoreAbout 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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