Integrate Holded with Swit

Send information between Holded 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 Holded

Reduce discrepancies between business management software and team collaboration platform by auto-syncing project details. This flow will generate a new project in Swit whenever a new project is created in Holded.

How it works
  1. The flow triggers when a new project is created in Holded.
  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 Holded

Holded + Swit

Build your own integrations between Holded and Swit

Connect Holded 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 Holded and Swit using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Service created

Triggers when a new service is created

Contact group created

Triggers when a new contact group is created

Product created

Triggers when a new product is created

Warehouse created

Triggers when a new warehouse is created

Employee created

Triggers when a new employee is created

Sales channel created

Triggers when a new sales channel is created

Contact created

Triggers when a new contact is created

Project created

Triggers when a new project is created

Payment created

Triggers when a new payment is created

Task created

Triggers when a new task is created

Message posted

Triggers when a new message is posted on the selected channel

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

All Actions - Actions are the automated tasks

Create sales channel

Creates a new sales channel

Create contact group

Creates a new contact group

Create contact

Creates a new contact

Create warehouse

Creates a new warehouse

Create document

Creates a new document

Create product

Creates a new product

Create payment

Creates a new payment

Create project

Creates a new project

Create service

Creates a new service

Create task

Creates a new task

Create employee

Creates a new employee

Update sales channel

Updates the details of an existing sales channel

Update contact

Updates the details of an existing contact

Update employee

Updates the details of an existing employee

Update warehouse

Updates the details of an existing warehouse

Update service

Updates the details of an existing service

Update project

Updates the details of an existing project

Update document

Updates the details of an existing document

Update contact group

Updates the details of an existing contact group

Fetch contact group

Fetches the details of an existing contact group using ID

Fetch product

Fetches the details of an existing product using ID

Fetch document

Fetches the details of an existing document using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch task

Fetches the details of an existing task using ID

Fetch project

Fetches the details of an existing project using ID

Fetch service

Fetches the details of an existing service using ID

Fetch payment

Fetches the details of an existing payment using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch warehouse

Fetches the details of an existing warehouse using ID

Fetch sales channel

Fetches the details of an existing sales channel using ID

Create message

Posts a message on the selected channel

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

Fetch task

Fetches the details of an existing task

Fetch project

Fetches the details of an existing project by name

What is Holded?

Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.

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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