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

Build your own integrations between Firmao and 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

Company created

Triggers when a new company is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Product created

Triggers when a new product is created

Task created

Triggers when a new task is created in the selected project

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

All Actions - Actions are the automated tasks

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.

Create project

Creates a new project

Fetch product

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

Create task

Creates a task in the selected project

Create idea

Posts an idea on the selected channel

Create comment on task

Posts a comment on the selected task

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 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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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

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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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