Integrate Teamleader with Swit

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

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Start a new project in Swit whenever a new project is launched in Teamleader

Enable seamless tracking and reporting by auto-creating projects in your team collaboration platform from project management software. This flow will initiate a new project in Swit when a new project is established in Teamleader.

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

Teamleader + Swit

Build your own integrations between Teamleader and Swit

Connect Teamleader and Swit with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamleader and Swit using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project created

Triggers when a new project is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

Invoice booked

Triggers when an invoice is booked

Deal accepted

Triggers when a deal is accepted

Deal created

Triggers when a new deal is created

Time tracking created

Triggers when a new time tracking is created

Contact added

Triggers when a new contact is added

Invoice paid

Triggers when an invoice is paid

Product created

Triggers when a new product is created

Company created

Triggers when a new company is added

Task created

Triggers when a new task is created in the selected project

Idea posted

Triggers when a new idea is posted on the selected channel

Message posted

Triggers when a new message is posted on the selected channel

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create task

Creates a new task

Link contact to company

Links a contact to the specified company

Create contact

Creates a new contact

Create company

Creates a new company

Create project

Creates a new project

Update task

Updates the details of an existing task

Fetch company

Fetches a company by ID

Fetch contact

Fetches a contact by ID

Create idea

Posts an idea on the selected channel

Create comment on task

Posts a comment on the selected task

Create task

Creates a task in the selected project

Create project

Creates a project in the selected workspace

Create message

Posts a message on the selected channel

Fetch project

Fetches the details of an existing project by name

Fetch task

Fetches the details of an existing task

What is Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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