Connect 50 agents and Swell Investing to Build Intelligent Automations
Enable Integrations or automations with these events of 50 agents and Swell Investing
Enable Integrations or automations with these events of 50 agents and Swell Investing
Triggers
Work Item Is Created
Runs when a work item is created in chat.walkover.in, allowing automatic meeting scheduling or team notifications.
Actions
create meeting bot
This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting
Create Work Item
Creates a work item to schedule and manage meetings on chat.walkover.in.
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Frequently Asked Questions
To start, connect both your 50 agents and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in 50 agents triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how 50 agents data is recorded in Swell Investing. This includes choosing which data fields go into which fields of Swell Investing, setting up custom formats, and filtering out unwanted information.
The data sync between 50 agents and Swell Investing 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 50 agents and Swell Investing. 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 50 agents
Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.
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About Swell Investing
Swell Investing is a platform that allows individuals to invest in companies that are making a positive impact on the world. It focuses on sustainable and socially responsible investing, providing users with the opportunity to align their investment portfolios with their values. The platform offers a range of investment options in sectors such as renewable energy, clean water, and healthy living, aiming to generate both financial returns and positive social outcomes.
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