Connect Swit and karlia to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea
New Message
New Comment on Task
Choose an Action
Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
Ready to use Swit and karlia automations
Explore more automations built by businesses and experts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea
Triggers when a new idea is posted on a specific channel.
New Message
Triggers when a new message is posted on a specific channel.
New Comment on Task
Triggers when a new comment is posted to a specific task.
New Customer
Triggers when a new customer is created.
Update Customer
Triggers when a customer is updated.
New Supplier
Trigger when a new supplier is created.
Do thisActions
Action is the task that follows automatically within your Swit integrations.
Create Channel
Creates a channel in a workspace you select.
Create Idea
Posts an idea on a channel you select.
Create Message
Posts a message on a channel you select.
Create Project
Creates a project in a workspace you select.
Create Task
Creates a task in a project you select.
Create Comment on Task
Posts a comment to a task you select.
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Frequently Asked Questions
To start, connect both your Swit and karlia accounts to viaSocket. Once connected, you can set up a workflow where an event in Swit triggers actions in karlia (or vice versa).
Absolutely. You can customize how Swit data is recorded in karlia. This includes choosing which data fields go into which fields of karlia, setting up custom formats, and filtering out unwanted information.
The data sync between Swit and karlia 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 Swit and karlia. 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.
About Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
Learn MoreAbout karlia
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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