Connect Bland.ai and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
Web Agent Created
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Bland.ai and Swell Investing
Enable Integrations or automations with these events of Bland.ai and Swell Investing
Triggers
Web Agent Created
Get web agent created within schedule time
Actions
Create Prompt
Create and store a prompt for future use.
Create Pathway
Create a new conversational pathway.
Get All Pathways Information
Returns a set of information about all the conversational pathways in your account - including the name, description, nodes and edges.
Get Single Pathway Information
Returns a set of information about the conversational pathway in your account - including the name, description, nodes and edges.
Update Pathway
Update a conversational pathway's fields - including name, description, nodes and edges.
Delete Pathway
Delete your conversational pathway.
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Frequently Asked Questions
To start, connect both your Bland.ai and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Bland.ai triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Bland.ai 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 Bland.ai 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 Bland.ai 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 Bland.ai
Bland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.
Learn MoreAbout 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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