Integrate sevDesk with Swit

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

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Create a new task in Swit when a new order is created in sevDesk

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Swit each time a new order is made in sevDesk.

How it works
  1. The flow triggers when a new invoice is received in sevDesk.
  2. Zoho Flow creates a task in the selected project in Swit.
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Create a new task in Swit when a new order is created in sevDesk

sevDesk + Swit

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Supported triggers and actions

Integrate sevDesk and Swit using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact added

Triggers when a new contact (person /company ) is added

Task created

Triggers when a new task is created

Invoice created

Triggers when a new invoice is created

Order received

Triggers when a new invoice is received

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 invoice

Creates a new invoice

Create contact

Creates a new contact

Create task

Creates a new task

Create contact address

Creates a new contact address

Create order

Creates a new order

Create voucher

Creates a new voucher

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch category by ID

Fetches the details of an existing category by ID

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch country by name

Fetches a country by name

Fetch country by ID

Fetches a country by ID

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 sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

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

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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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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

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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

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Technical Engineer, Master Liveaboards

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