Relate + Swit
Create new Swit messages from newly created Relate notes
Save time and stay organized with this seamless workflow between Relate and Swit. When a new note is created in Relate, a message will be generated in Swit to keep your team updated and on track. Enjoy a clutter-free workspace and never miss important updates with this easy-to-use automation.
Save time and stay organized with this seamless workflow between Relate and Swit. When a new note is created in Relate, a message will be generated in Swit to keep your team updated and on track. Enjoy a clutter-free workspace and never miss important updates with this easy-to-use automation.
- When this happens...Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
- automatically do this!Create Message
Posts a message on a channel you select.
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Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Try ItDeal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Try ItDeal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Try ItOrganization Created
Triggers when a new organization is created. Return organization data with custom fields.
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Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Try ItDeal Created
Triggers when a new deal is created. Return deal data with custom fields.
Try ItDeal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Try ItOrganization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
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