Integrate PipelineDeals with Swit
Send information between PipelineDeals and Swit automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Swit using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
New deal
Triggers when a new deal is created
Updated deal status
Triggers when the status of an existing deal is updated
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
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Add person
Adds a new person
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
Create project
Creates a project in the selected workspace
Create task
Creates a task in the selected project
Fetch task
Fetches the details of an existing task
Fetch project
Fetches the details of an existing project by name
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
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
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