
When this happens...

Automatically do this!
Create Channel
Post Idea
Post Message
Create Project
Create Task
Add Comment
Delete Task
Update Task
Find Channel
Find Project
Find Task
Find Workspace
List Workspaces
List Teams
List Users
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new idea is posted in a specific channel.
Runs when a new message is posted in the selected channel.
Runs when a new comment is posted to a specific task.
Action is the task that follows automatically within your Leadrat integrations.
Create a new lead in Leadrat including contact, property, schedule, and team details.
Get All Leads from LeadRAT
Creates a new channel in the selected workspace.
Post an idea to a chosen channel.
Posts a message to the selected channel.
Creates a new project in the selected workspace.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Leadrat and Swit accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadrat triggers actions in Swit (or vice versa).
Absolutely. You can customize how Leadrat data is recorded in Swit. This includes choosing which data fields go into which fields of Swit, setting up custom formats, and filtering out unwanted information.
The data sync between Leadrat and Swit typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Leadrat and Swit. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Leadrat is a cutting-edge platform designed to enhance lead management and conversion strategies. It offers tools to streamline the process of capturing, tracking, and nurturing leads, ensuring businesses can maximize their sales potential.
Learn MoreSwit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
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