Integrate Swit with PipelineDeals
Send information between Swit and PipelineDeals automatically, without writing any code, using Zoho Flow.
Build your own integrations between Swit and PipelineDeals
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Supported triggers and actions
Integrate Swit and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Message posted
Triggers when a new message is posted on the selected channel
Idea posted
Triggers when a new idea is posted on the selected channel
Task created
Triggers when a new task is created in the selected project
Updated deal stage
Triggers when a deal is moved from one stage to another
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create project
Creates a project in the selected workspace
Create task
Creates a task in the selected project
Create comment on task
Posts a comment on the selected task
Create idea
Posts an idea on the selected channel
Create message
Posts a message on the selected channel
Fetch task
Fetches the details of an existing task
Fetch project
Fetches the details of an existing project by name
Create task
Creates a new calendar task
Add person
Adds a new person
Create deal
Creates a new deal
Create activity
Creates a new activity associated with an existing person, company, or deal
What is Swit?
Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.
Similar apps
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
