Integrate Swit with PipelineDeals
Send information between Swit and PipelineDeals automatically, without writing any code, using Zoho Flow.
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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
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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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Technical Engineer, Master Liveaboards
