TABLE OF CONTENTS
Description
Business management platform that helps small teams, agencies and solopreneurs with lead management, templates and workflow automation.
Check out Swell Enterprise here!
Entities
| Source | Target |
| Leads | Export Leads |
| Accounts | Export Contacts |
| Boards | |
| Campaigns | |
| Clients | |
| Contacts | |
| Projects | |
| Estimates |
The task can be triggered on following events:
• on successful completion of a different task
• API call
Steps
Step 1.
Either while Creating a Task or in the Integrations menu.
Enter the name of the integration in the search bar.
Step 2.
Enter the Name of the Integration.
You can optionally also enter a description.
Step 3.
You will be prompted for the Username and Password.
Click Finish!
SwellEnterprise is just one of the tools we support!
To check the list of the tools and features we support please click here!
If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :)
We develop integrations based on the requests and up-votes :)
We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!
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