Integrate Flowlu with Swit

Send information between Flowlu and Swit automatically, without writing any code, using Zoho Flow.

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Create a new project in Swit whenever a new project is created in Flowlu

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Swit when a new project is established in Flowlu.

How it works
  1. The flow triggers when a new project is created in Flowlu.
  2. Zoho Flow creates a project in the selected workspace in Swit.
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Create a new project in Swit whenever a new project is created in Flowlu

Flowlu + Swit

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Supported triggers and actions

Integrate Flowlu and Swit using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Sales opportunity created

Triggers when a new sales opportunity is created

Issue created

Triggers when a new issue is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Account created

Triggers when a new account is created

Invoice paid

Triggers when an invoice payment is made

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 task

Creates a new task

Create invoice

Creates a new invoice

Create project

Creates a new project

Create account

Creates a new account

Create sales opportunity

Creates a new sales opportunity

Update project

Updates the details of an existing project

Update sales opportunity

Updates the details of an existing sales opportunity

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Fetch account

Fetches the details of an existing account by account ID

Fetch task

Fetches the details of an existing task by task ID

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch project

Fetches the details of an existing project by project ID

Create message

Posts a message on the selected channel

Create idea

Posts an idea on the selected channel

Create project

Creates a project in the selected workspace

Create comment on task

Posts a comment on the selected task

Create task

Creates a task in the selected project

Fetch project

Fetches the details of an existing project by name

Fetch task

Fetches the details of an existing task

What is Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

Accounting CRM

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.

Build comprehensive workflows using

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

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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