Integrate Firmao with Swit

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

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Set up a new project in Swit each time a new project is initiated in Firmao

Reduce discrepancies between business management software and team collaboration platform by auto-syncing project details. This flow will initiate a new project in Swit when a new project is established in Firmao.

How it works
  1. The flow triggers when a new project is created in Firmao.
  2. Zoho Flow creates a project in the selected workspace in Swit.
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Set up a new project in Swit each time a new project is initiated in Firmao

Firmao + Swit

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Supported triggers and actions

Integrate Firmao and Swit using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product created

Triggers when a new product is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

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

Task created

Triggers when a new task is created in the selected project

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create task

Creates a new task

Fetch company

Fetches the details of an existing company. Optionally creates a new company if it doesn't exist.

Fetch product

Fetches the details of an existing product. Optionally creates a new product if it doesn't exist.

Create project

Creates a project in the selected workspace

Create task

Creates a task in the selected project

Create idea

Posts an idea on the selected channel

Create message

Posts a message on the selected channel

Create comment on task

Posts a comment on the selected task

Fetch task

Fetches the details of an existing task

Fetch project

Fetches the details of an existing project by name

What is Firmao?

Firmao is an online business management software that includes CRM, integrated VoIP, task and project management, 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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Siddharth Ahuja

CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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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