Enable Integrations or automations with these events of Aircall and Swell Investing
Triggers when a new contact is created
Triggers when a new team is deleted
Triggers when an existing contact is updated
Triggers when a new user is created
Triggers when a new user is deleted
Triggers when a number is deleted
Creates a new user
Updates a user
Deletes a user
Creates a new contact
Retrieve the detailed availability of a specific User
Retrieve details of a specific User.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Aircall and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Aircall triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Aircall 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 Aircall 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 Aircall 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.
Aircall is a cloud-based call center and phone system software designed to help businesses manage and streamline their communication processes. It offers features such as call routing, call recording, and integration with various CRM and helpdesk tools, making it ideal for sales and support teams.
Learn MoreSwell 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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