Ezekia + SwipeOne Integration

Integrate Ezekia to SwipeOne in one click, or tell Integrately AI how you want each contact handled. Create contacts, update project details, log invoices, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Ezekia
    Assignment is converted to list in Ezekia Instant
  • Ezekia
    Assignment is converted to opportunity in Ezekia Instant
  • Ezekia
    Assignment document is uploaded in Ezekia Instant
  • Ezekia
    Billing contact is added in Ezekia Instant
  • Ezekia
    Candidate is added to assignment in Ezekia Instant
  • Ezekia
    Candidate is removed from assignment in Ezekia Instant
  • Ezekia
    Candidate status is added in Ezekia Instant
  • Ezekia
    Candidate pipeline status is changed in Ezekia Instant
  • Ezekia
    Candidate status is deleted in Ezekia Instant
  • Ezekia
    Company document is uploaded in Ezekia Instant
  • Ezekia
    Company status is changed in Ezekia Instant
  • Ezekia
    Company off limit is created in Ezekia
  • Ezekia
    Person is created in Ezekia
  • Ezekia
    Project is created in Ezekia
  • Ezekia
    Person is added to list in Ezekia
  • Ezekia
    Person is updated in Ezekia
  • Ezekia
    Project is updated in Ezekia
  • Ezekia
    Person off limit is created in Ezekia
  • Ezekia
    Education is added to person in Ezekia Instant
  • Ezekia
    Fixed fee is locked in Ezekia Instant
  • Ezekia
    Fixed fee is updated in Ezekia Instant
  • Ezekia
    Invoice is locked in Ezekia Instant
  • Ezekia
    Invoice is unlocked in Ezekia Instant
  • Ezekia
    Invoice is updated in Ezekia Instant
  • Ezekia
    Invoice status is changed in Ezekia Instant
  • Ezekia
    List is converted to assignment in Ezekia Instant
  • Ezekia
    List is converted to opportunity in Ezekia Instant
  • Ezekia
    List document is uploaded in Ezekia Instant
  • Ezekia
    Meeting is deleted in Ezekia Instant
  • Ezekia
    Company is created in Ezekia Instant
  • Ezekia
    Fixed fee is created in Ezekia Instant
  • Ezekia
    Invoice is created in Ezekia Instant
  • Ezekia
    Meeting is created in Ezekia Instant
  • Ezekia
    Revenue is created in Ezekia Instant
  • Ezekia
    Task is created in Ezekia Instant
  • Ezekia
    Opportunity completion is changed in Ezekia Instant
  • Ezekia
    Opportunity is converted to assignment in Ezekia Instant
  • Ezekia
    Opportunity is converted to list in Ezekia Instant
  • Ezekia
    Opportunity document is uploaded in Ezekia Instant
  • Ezekia
    Person education is deleted in Ezekia Instant
  • Ezekia
    Person position is deleted in Ezekia Instant
  • Ezekia
    Person position is updated in Ezekia Instant
  • Ezekia
    Person is removed from list in Ezekia Instant
  • Ezekia
    Person tag is added in Ezekia Instant
  • Ezekia
    Person tag is removed in Ezekia Instant
  • Ezekia
    Project status is changed in Ezekia
  • Ezekia
    Person document is uploaded in Ezekia Instant
  • Ezekia
    Fixed fee is unlocked in Ezekia Instant
  • Ezekia
    Company is updated in Ezekia Instant
  • Ezekia
    Fixed fee is deleted in Ezekia Instant
  • Ezekia
    Revenue is updated in Ezekia Instant
  • Ezekia
    Revenue is deleted in Ezekia Instant
  • Ezekia
    Revenue is locked in Ezekia Instant
  • Ezekia
    Revenue is unlocked in Ezekia Instant
  • Ezekia
    Task is updated in Ezekia Instant
  • Ezekia
    Task is deleted in Ezekia Instant
  • Ezekia
    Person education is deleted in Ezekia Instant
  • Ezekia
    Person position is created in Ezekia Instant
  • Ezekia
    Person education is updated in Ezekia Instant
  • Ezekia
    Meeting is updated in Ezekia Instant
Arrow Right
2.
  • Ezekia
    Add billing contact in Ezekia
  • Ezekia
    Add company off limits in Ezekia
  • Ezekia
    Add completion to opportunity in Ezekia
  • Ezekia
    Add confidential details to person in Ezekia
  • Ezekia
    Add contact to project in Ezekia
  • Ezekia
    Add current status to person in Ezekia
  • Ezekia
    Create company in Ezekia
  • Ezekia
    Add education to person in Ezekia
  • Ezekia
    Add email address to person in Ezekia
  • Ezekia
    Add note to project in Ezekia
  • Ezekia
    Add note to company in Ezekia
  • Ezekia
    Add note to person in Ezekia
  • Ezekia
    Add person off limits in Ezekia
  • Ezekia
    Add tag to person in Ezekia
  • Ezekia
    Add person to assignment in Ezekia
  • Ezekia
    Add phone number to person in Ezekia
  • Ezekia
    Add website URL to company in Ezekia
  • Ezekia
    Add website URL to person in Ezekia
  • Ezekia
    Add person to list in Ezekia
  • Ezekia
    Add position to person in Ezekia
  • Ezekia
    Add status tag to company in Ezekia
  • Ezekia
    Change email address of person in Ezekia
  • Ezekia
    Change phone number of person in Ezekia
  • Ezekia
    Create fixed fee in Ezekia
  • Ezekia
    Create invoice in Ezekia
  • Ezekia
    Create person in Ezekia
  • Ezekia
    Create project in Ezekia
  • Ezekia
    Create revenue in Ezekia
  • Ezekia
    Create meeting in Ezekia
  • Ezekia
    Search company by name in Ezekia
  • Ezekia
    Update company in Ezekia
  • Ezekia
    Update project in Ezekia
  • Ezekia
    Search project by name in Ezekia
  • Ezekia
    Update person in Ezekia
  • Ezekia
    Search person by email in Ezekia
  • Ezekia
    Change website URL of person in Ezekia
  • Ezekia
    Lock fixed fee in Ezekia
  • Ezekia
    Lock invoice in Ezekia
  • Ezekia
    Lock revenue in Ezekia
  • Ezekia
    Unlock fixed fee in Ezekia
  • Ezekia
    Unlock invoice in Ezekia
  • Ezekia
    Unlock revenue in Ezekia
  • Ezekia
    Remove billing contact in Ezekia
  • Ezekia
    Remove person from list in Ezekia
  • Ezekia
    Remove tag from person in Ezekia
  • Ezekia
    Delete email address of person in Ezekia
  • Ezekia
    Delete phone number of person in Ezekia
  • Ezekia
    Delete website URL of person in Ezekia
  • Ezekia
    Delete website URL of company in Ezekia
  • Ezekia
    Search person by phone number in Ezekia
  • Ezekia
    Find person by id in Ezekia
  • SwipeOne
    Create or Update contact in SwipeOne
  • SwipeOne
    Create event in SwipeOne
  • SwipeOne
    Create task in SwipeOne
  • SwipeOne
    Create note in SwipeOne
  • SwipeOne
    Create tag in SwipeOne
  • SwipeOne
    Search contact in SwipeOne

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Ready Workflows Ready Workflows for Ezekia + SwipeOne Integration

Create payment contacts, update assignment records, sync billing details, and manage executive search workflows, all in just one click.

Most popular automationmost-popular-automations
Ezekia + SwipeOne Integration

Create SwipeOne contact for new Ezekia person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Ezekia - SwipeOne integration, anytime a new Ezekia person is created, an SwipeOne contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Ezekia + SwipeOne Integration

Create SwipeOne task for new Ezekia person

In Ezekia, when you create a person, it automatically creates a task in SwipeOne for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Ezekia + SwipeOne flow

Connect candidate tracking and payment processing with your favorite recruitment, scheduling, and messaging tools. Pick a combination and activate it in one click.

Ezekia
SwipeOne
+
GreenhouseGreenhouse (3)
+
CalendlyCalendly (3)
+
LinkedIn AdsLinkedIn Ads (3)
+
XeroXero (3)
+
DocuSignDocuSign (3)
+
SlackSlack (3)
E
S
G
When a person is created in Ezekia, create or update a contact in SwipeOne and create a candidate in Greenhouse.
New candidate profiles flow seamlessly from Ezekia into SwipeOne and Greenhouse without manual re-entry.
E
S
G
When a project is created in Ezekia, create a task in SwipeOne and add a job in Greenhouse.
Kick off billing tasks in SwipeOne and open matching jobs in Greenhouse whenever a new project is created in Ezekia.
E
S
G
When an invoice is created in Ezekia, create a note in SwipeOne and update the candidate stage in Greenhouse.
Log billing notes in SwipeOne and advance candidate stages in Greenhouse automatically.

Supported triggers and actions for Ezekia and SwipeOne

Mix and match to build the exact automation you need

Ezekia
Ezekia Triggers & Actions
Instant
Assignment is converted to list in Ezekia
Triggers the automation when an assignment is converted to a list
Try it →
Instant
Assignment is converted to opportunity in Ezekia
Triggers when an assignment is converted to an opportunity
Try it →
Instant
Assignment document is uploaded in Ezekia
Triggers when a document is uploaded for an assignment
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Instant
Billing contact is added in Ezekia
Triggers when a billing contact is added
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Instant
Candidate is added to assignment in Ezekia
Triggers when a candidate is added to an assignment
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Instant
Candidate is removed from assignment in Ezekia
Triggers when a candidate is removed from an assignment
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Instant
Candidate status is added in Ezekia
Triggers when a candidate status is added
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Instant
Candidate pipeline status is changed in Ezekia
Triggers when a candidate's pipeline status is changed
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Instant
Candidate status is deleted in Ezekia
Triggers when a candidate status is deleted
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Instant
Company document is uploaded in Ezekia
Triggers when a document is uploaded for a company
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Instant
Company status is changed in Ezekia
Triggers when a company status is changed
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Company off limit is created in Ezekia
Triggers when an off limit is created for a company
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Person is created in Ezekia
Triggers the automation when a person is created
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Project is created in Ezekia
Triggers the automation when a project is created
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Person is added to list in Ezekia
Triggers the automation when a person is added to a list
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Person is updated in Ezekia
Triggers the automation when a person is updated
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Project is updated in Ezekia
Triggers the automation when a project is updated
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Person off limit is created in Ezekia
Triggers the automation when a person off limit is created
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Instant
Education is added to person in Ezekia
Triggers the automation when education is added to a person
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Instant
Fixed fee is locked in Ezekia
Triggers the automation when a fixed fee is locked
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Instant
Fixed fee is updated in Ezekia
Triggers the automation when a fixed fee is updated
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Instant
Invoice is locked in Ezekia
Try it →
Instant
Invoice is unlocked in Ezekia
Try it →
Instant
Invoice is updated in Ezekia
Triggers the automation when an invoice is updated
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Instant
Invoice status is changed in Ezekia
Triggers the automation when invoice status is changed
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Instant
List is converted to assignment in Ezekia
Triggers the automation when a list is converted to an assignment
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Instant
List is converted to opportunity in Ezekia
Triggers the automation when a list is converted to an opportunity
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Instant
List document is uploaded in Ezekia
Triggers the automation when a list document is uploaded
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Instant
Meeting is deleted in Ezekia
Triggers the automation when a meeting is deleted
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Instant
Company is created in Ezekia
Triggers the automation when a new company is created
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Instant
Fixed fee is created in Ezekia
Triggers the automation when a fixed fee is created
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Instant
Invoice is created in Ezekia
Triggers the automation when an invoice is created
Try it →
Instant
Meeting is created in Ezekia
Triggers the automation when a meeting is created
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Instant
Revenue is created in Ezekia
Triggers the automation when revenue is created
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Instant
Task is created in Ezekia
Triggers the automation when a task is created
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Instant
Opportunity completion is changed in Ezekia
Triggers the automation when opportunity completion status changes
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Instant
Opportunity is converted to assignment in Ezekia
Triggers the automation when an opportunity is converted to an assignment
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Instant
Opportunity is converted to list in Ezekia
Triggers the automation when an opportunity is converted to a list
Try it →
Instant
Opportunity document is uploaded in Ezekia
Triggers the automation when a document is uploaded for an opportunity
Try it →
Instant
Person education is deleted in Ezekia
Try it →
Instant
Person position is deleted in Ezekia
Try it →
Instant
Person position is updated in Ezekia
Triggers the automation when a person's position is updated
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Instant
Person is removed from list in Ezekia
Triggers the automation when a person is removed from a list
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Instant
Person tag is added in Ezekia
Triggers the automation when a tag is added to a person
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Instant
Person tag is removed in Ezekia
Triggers the automation when a tag is removed from a person
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Project status is changed in Ezekia
Triggers the automation when a project status is changed
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Instant
Person document is uploaded in Ezekia
Triggers the automation when a document is uploaded for a person
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Instant
Fixed fee is unlocked in Ezekia
Triggers the automation when a fixed fee is unlocked
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Instant
Company is updated in Ezekia
Triggers the automation when company information is updated
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Instant
Fixed fee is deleted in Ezekia
Triggers the automation when a fixed fee is deleted
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Instant
Revenue is updated in Ezekia
Triggers the automation when revenue is updated
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Instant
Revenue is deleted in Ezekia
Triggers the automation when revenue is deleted
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Instant
Revenue is locked in Ezekia
Triggers the automation when revenue is locked
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Instant
Revenue is unlocked in Ezekia
Triggers the automation when revenue is unlocked
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Instant
Task is updated in Ezekia
Triggers the automation when a task is updated
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Instant
Task is deleted in Ezekia
Triggers the automation when a task is deleted
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Instant
Person education is deleted in Ezekia
Triggers the automation when a person's education is deleted
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Instant
Person position is created in Ezekia
Triggers the automation when a position is added to a person
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Instant
Person education is updated in Ezekia
Triggers the automation when a person's education is updated
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Instant
Meeting is updated in Ezekia
Triggers the automation when a meeting is updated
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Add billing contact in Ezekia
Adds a billing contact
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Add company off limits in Ezekia
Adds a company to the off-limits list
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Add completion to opportunity in Ezekia
Adds completion details to an opportunity
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Add confidential details to person in Ezekia
Adds confidential details to a person
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Add contact to project in Ezekia
Adds a contact to a project
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Add current status to person in Ezekia
Adds the current status to a person
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Create company in Ezekia
Creates a new company
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Add education to person in Ezekia
Adds education information to a person
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Add email address to person in Ezekia
Adds an email address to a person
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Add note to project in Ezekia
Adds a note to a project
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Add note to company in Ezekia
Adds a note to a company
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Add note to person in Ezekia
Adds a note to a person
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Add person off limits in Ezekia
Marks a person as off-limits
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Add tag to person in Ezekia
Adds a tag to a person
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Add person to assignment in Ezekia
Adds a person to an assignment
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Add phone number to person in Ezekia
Adds a phone number to a person
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Add website URL to company in Ezekia
Adds a website URL to a company
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Add website URL to person in Ezekia
Adds a website URL to a person
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Add person to list in Ezekia
Adds a person to a list
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Add position to person in Ezekia
Adds a position to a person
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Add status tag to company in Ezekia
Adds a status tag to a company
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Change email address of person in Ezekia
Modify the email address of a person
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Change phone number of person in Ezekia
Modify the phone number of a person
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Create fixed fee in Ezekia
Generate a fixed fee for billing purposes
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Create invoice in Ezekia
Generate an invoice for billing purposes
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Create person in Ezekia
Add a new person to the database
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Create project in Ezekia
Add a new project to the system
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Create revenue in Ezekia
Record revenue generated
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Create meeting in Ezekia
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Search company by name in Ezekia
Search for a company using its name
Try it →
Update company in Ezekia
Modify company details
Try it →
Update project in Ezekia
Modify project details
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Search project by name in Ezekia
Search for a project using its name
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Update person in Ezekia
Modify person details
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Search person by email in Ezekia
Search for a person using email address
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Change website URL of person in Ezekia
Modify the website URL of a person
Try it →
Lock fixed fee in Ezekia
Locks the fixed fee for a specific event
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Lock invoice in Ezekia
Locks the invoice for a specific event
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Lock revenue in Ezekia
Locks the revenue for a specific event
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Unlock fixed fee in Ezekia
Unlocks the fixed fee for a specific event
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Unlock invoice in Ezekia
Unlocks the invoice for a specific event
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Unlock revenue in Ezekia
Unlocks the revenue for a specific event
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Remove billing contact in Ezekia
Removes the billing contact from the list
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Remove person from list in Ezekia
Removes a person from a specific list
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Remove tag from person in Ezekia
Removes a tag from a person
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Delete email address of person in Ezekia
Removes the email address of a person
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Delete phone number of person in Ezekia
Removes the phone number of a person
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Delete website URL of person in Ezekia
Deletes the website URL associated with a person
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Delete website URL of company in Ezekia
Deletes the website URL associated with a company
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Search person by phone number in Ezekia
Searches for a person based on their phone number
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Find person by id in Ezekia
Try it →
SwipeOne
SwipeOne Triggers & Actions
No trigger is available
Create or Update contact in SwipeOne
Updates or adds a contact
Try it →
Create event in SwipeOne
Adds a new event
Try it →
Create task in SwipeOne
Adds a new task
Try it →
Create note in SwipeOne
Adds a new note
Try it →
Create tag in SwipeOne
Creates a new tag
Try it →
Search contact in SwipeOne
Searches for a contact
Try it →

What can you automate with Ezekia + SwipeOne?

Streamline executive search data transfer, payment processing coordination, and record keeping between Ezekia and SwipeOne.

What you can automate?
🔄
Sync new contacts and persons automatically
Turn every person created in Ezekia into an updated contact in SwipeOne instantly. Eliminate manual copying and keep your billing database accurate.
📋
Capture every submitted assignment detail
Map available assignment fields and project attributes from Ezekia straight into SwipeOne notes and tasks. Ensure your team never misses critical instructions.
🔔
Notify stakeholders the moment records change
Trigger instant team notifications and task creations in SwipeOne whenever invoices, projects, or meetings are updated in Ezekia.
🔀
Route workflows based on submitted fields
Execute different actions in SwipeOne depending on specific project statuses or company tags assigned in Ezekia. Keep operations tailored to each client.
🔄
Keep payment records continuously updated
Reflect assignment updates and invoice modifications from Ezekia directly inside your SwipeOne workspace in real time.
🔍
Search and update instead of creating duplicates
Check existing records in SwipeOne before creating new entries from Ezekia updates. Maintain a clean, deduplicated database of clients and candidates.
💳
Manage billing milestones and fee changes
Capture fixed fee updates, invoice locks, and revenue milestones from Ezekia to trigger corresponding tasks and notes in SwipeOne.
🔗
Extend your workflow to messaging apps
Connect your Ezekia and SwipeOne automation flow with Slack to broadcast important billing updates and project milestones to your team.
And much more...

Who is Ezekia + SwipeOne integration for?

Executive search firms, recruitment agencies, and finance teams connect Ezekia and SwipeOne to streamline billing, eliminate manual data entry, and maintain accurate records.

Executive search analysts
Executive search analysts
Recruitment managers
Recruitment managers
Client success leads
Client success leads
Operations directors
Operations directors
Finance specialists
Finance specialists
Compliance administrators
Compliance administrators
📈
Executive search analysts
You're pulling billing figures and candidate metrics across different systems but your tracking records only update when someone manually exports data, so the revenue counts you're reviewing against are always a few hours behind — with this integration, every new invoice lands in your financial tools instantly and your reporting stays current.
Recruitment managers
You need to act fast when new client mandates and candidate assignments open up, but you find out about project updates too late because details are trapped in separate software — automating both apps means every project change updates your payment records immediately and your team can initiate follow-ups right away.
🤝
Client success leads
You answer to corporate clients who want immediate confirmation of project kickoffs and billing setup, but manual updates leave gaps in your communication tracking — this integration means every new company record generates payment tasks automatically and your clients receive prompt, reliable service.
⚙️
Operations directors
The volume of candidate profiles and assignment documents is too high for anyone to keep up by hand, leading to missed contact details and billing discrepancies — automating both apps means every record transfers without human error and your operational throughput scales effortlessly.
💼
Finance specialists
You own the billing and revenue tracking steps and depend on recruitment teams upstream to hand over invoice details, but manual handoffs cause frustrating payment delays — connecting these apps means every revenue entry creates matching financial records instantly and accounts receivable stay fully aligned.
📋
Compliance administrators
You need a reliable history of candidate placements and corporate agreements, but manual logging keeps leaving audit gaps in your compliance records — automating both apps means every document upload and status change is captured permanently and your audit readiness is never in question.
Our team

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Why choose Integrately to automate Ezekia + SwipeOne

Build and manage your Ezekia + SwipeOne automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Ezekia + SwipeOne with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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2
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Frequently Asked Questions

How do I connect Ezekia to SwipeOne?
Frequently Asked Questions
You can connect Ezekia to SwipeOne in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields for you alongside tools like Slack and Xero.
Can I automatically sync new Ezekia contacts to SwipeOne?
Frequently Asked Questions
Can I connect Ezekia, SwipeOne, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Ezekia and SwipeOne?
Frequently Asked Questions
How are new person records handled between Ezekia and SwipeOne?
Frequently Asked Questions
Can I trigger tasks in SwipeOne when projects change in Ezekia?
Frequently Asked Questions
Do I need coding skills to automate Ezekia and SwipeOne?
Frequently Asked Questions
Is the Ezekia and SwipeOne integration free?
Frequently Asked Questions
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SwipeOne
Popular SwipeOne Integrations
Sync SwipeOne with invoicing platforms, billing tools, and reporting software to keep your financial data connected.
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