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Automate tasks across Workiz with Swell

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Workiz and Swell talk.
Here are some common ways to automate work between them.

Send a Swell notification when Workiz receives a high-priority item.Try now
Create a Swell follow-up from new qualified activity in Workiz.Try now
Copy new customer details from Workiz into Swell.Try now
Update the matching Swell item when a Workiz status changes.Try now
Start a review in Swell when Workiz flags an exception.Try now
Summarize new Workiz activity and save it in Swell.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Workiz and Swell work.

Connect your Workiz and Swell. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 60 actions between Workiz and Swell.
Can’t find an action you need? Let us know.

Add Job PaymentAdd job payment in Workiz.Assign User to JobRun an assign user to job action in Workiz.Create JobCreate job in Workiz.Get JobRun a get job action in Workiz.List JobsRun a list jobs action in Workiz.Unassign User from JobRun an unassign user from job action in Workiz.Update JobUpdate job in Workiz.Activate LeadRun an activate lead action in Workiz.Assign User to LeadRun an assign user to lead action in Workiz.Convert Lead To JobRun a convert lead to job action in Workiz.Create LeadCreate lead in Workiz.Get LeadRun a get lead action in Workiz.List LeadsRun a list leads action in Workiz.Mark Lead LostRun a mark lead lost action in Workiz.Unassign User from LeadRun an unassign user from lead action in Workiz.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Workiz and Swell.

MindCloud connects Workiz and Swell so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.